Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Constanza? Claim Your ProfileConstanza Jelambi Illanes is a registered investment advisor representative with Buckingham Strategic Partners, LLC and The Colony Group, LLC, based in ST. LOUIS, MO. Constanza has been in the financial services industry for over 7 years, holding previous positions at Stiefel, Nicolaus & Company, Incorporated, Multi-Bank Securities, Inc., and Wells Fargo Clearing Services, LLC. Constanza is a licensed investment advisor representative with multiple product licenses, including Series 7, 52, 63, and 65. Constanza specializes in providing financial planning and portfolio management services to individuals, families, and businesses. Buckingham Strategic Partners, LLC is an independent registered investment advisor headquartered in ST. LOUIS, MO. The firm provides a variety of financial services, including investment management, financial planning, and retirement planning. The Colony Group, LLC is a national wealth management firm with offices in BOSTON, MA and CLAYTON, MO. The firm offers a range of financial services, including investment management, financial planning, estate planning, and insurance.
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.
Strategic management for diversified investment portfolios.
Turnkey asset management provider
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.
A percentage of the total value of assets under management is charged.
Fee sharing with independent registered investment advisors
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2
MO
07/25/2024 - Present
Buckingham Strategic Partners, LLC (ST. LOUIS MO)
MO
07/08/2024 - 08/09/2024
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MI
10/18/2021 - 01/13/2022
MULTI-BANK SECURITIES, INC. (SOUTHFIELD MI)
MO
09/04/2018 - 07/29/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 05/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 11/20/2018
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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