Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aili? Claim Your ProfileAili Wild is a registered investment advisor representative with Continental Investors Services, Inc. Aili has been in the financial services industry since 2012 and holds the Series 7, Series 63, Series 65, and SIE licenses. Aili is registered in 14 states and specializes in portfolio management for individuals and non-profit organizations. In addition to working with Continental Investors Services, Inc., Aili also works as an independent retailer for Tranont, selling supplements, and sells life insurance and managed account products with CIS.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for non-profit organizations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
06/12/2018 - Present
Continental Investors Services, Inc. (LONGVIEW WA)
IA
Issued 06/07/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/26/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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