Unclaimed
Alena Ilyushyna is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Alena has been in the securities industry since July 2012 and has experience in both brokerage and investment advisory services. Alena has a wide range of experience, specializing in portfolio management for both businesses and individuals. Alena is registered in 52 states and the District of Columbia, and has a Series 7, Series 63, and Series 66 license. Alena is also licensed in Pennsylvania and Texas as an investment advisor representative.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/15/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
TX
04/18/2012 - 01/03/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LUBBOCK TX)
BC
Issued 06/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 06/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2012
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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