Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eileen? Claim Your ProfileEileen Ann Restrepo is a financial advisor who has been in the industry since 2002. Eileen has held positions at several firms, including LPL Financial LLC, CUNA Brokerage Services, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Eileen is currently registered with the state of Florida and Texas. Eileen provides financial planning, investment management, and consulting services to individuals, businesses, and charitable organizations. Eileen is committed to helping her clients achieve their financial goals.
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
FL
06/23/2022 - Present
LPL Financial LLC (MIRAMAR FL)
FL
11/10/2015 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Miramar FL)
FL
08/07/2015 - 09/24/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)
FL
06/18/2014 - 06/23/2015
SIGNATOR FINANCIAL SERVICES, INC. (Boca Raton FL)
FL
04/07/2011 - 08/30/2013
ALLSTATE FINANCIAL SERVICES, LLC (PLANTATION FL)
FL
05/06/2010 - 03/02/2011
LPL FINANCIAL LLC (FORT LAUDERDALE FL)
FL
09/22/2009 - 05/07/2010
INVESTACORP, INC. (PLANTATION FL)
FL
02/12/2009 - 10/06/2009
LPL FINANCIAL CORPORATION (SUNRISE FL)
FL
06/13/2008 - 02/09/2009
UVEST FINANCIAL SERVICES GROUP, INC. (AVENTURA FL)
FL
10/01/2007 - 05/27/2008
COLONIAL BROKERAGE, INC. (COCONUT CREEK FL)
FL
02/01/2007 - 07/10/2007
WACHOVIA SECURITIES, LLC (DEERFIELD BEACH FL)
FL
03/01/2006 - 02/01/2007
ATLAS SECURITIES, LLC (DEERFIELD BEACH FL)
FL
08/10/2005 - 03/02/2006
IFMG SECURITIES, INC. (TAMARAC FL)
CA
08/02/2000 - 08/03/2005
ATLAS SECURITIES, INC. (SAN LEANDRO CA)
BOTH
Issued 11/10/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/01/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Eileen Restrepo is the right advisor for you? Invested Better is here to help.
