Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dragos? Claim Your ProfileDragos Ilie is an investment advisor representative who has been in the industry since July 2007. Dragos is currently registered with LPL Financial LLC in Winthrop, MA. Dragos has passed the Series 6, 7, 63 and 66 exams and the SIE exam. Prior to joining LPL Financial LLC, Dragos was an investment advisor representative with Pioneer Funds Distributor, Inc. in Boston, MA. Dragos specializes in providing financial planning, portfolio management for individuals and businesses and selection of other advisors.
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
MA
09/02/2015 - Present
LPL Financial LLC (WINTHROP MA)
MA
06/11/2007 - 07/07/2015
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 07/14/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 06/09/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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