Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adelina? Claim Your ProfileAdelina Vela is a financial advisor who has been working in the financial services industry since June 2009. She is currently registered with LPL Financial LLC and has been with the firm since January 2021. Prior to joining LPL Financial, Adelina worked with WesBanco Securities, Inc. from 2018 to 2021. Adelina holds a Series 7, Series 6, Series 63 and Series 65 license. Her specialties include providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, businesses, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/20/2021 - Present
LPL Financial LLC (ST CLAIRSVILLE OH)
OH
10/09/2018 - 02/18/2021
WESBANCO SECURITIES, INC. (ST CLAIRSVILLE OH)
OH
06/30/2009 - 10/09/2018
FORESTERS FINANCIAL SERVICES, INC. (INDEPENDENCE OH)
IA
Issued 08/08/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/14/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/18/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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