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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ida? Claim Your ProfileIda May West is a financial advisor with Cetera Investment Advisers LLC and has been in the industry since 2014. Ida has a wide range of experience in the financial industry, working with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans. She is licensed in multiple states and holds a variety of licenses and certifications. She is a well-respected financial advisor and has a strong track record of success. Ida is committed to helping her clients achieve their financial goals. She offers a variety of services, including financial planning, portfolio management, and retirement planning. If you are looking for a trusted and experienced financial advisor, Ida May West is a great option.
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.
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.
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2
OR
07/15/2024 - Present
Cetera Investment Advisers LLC (TIGARD OR)
OR
11/01/2022 - 07/15/2024
OSAIC FA, INC. (Portland OR)
OR
03/18/2019 - 10/04/2022
CUSO FINANCIAL SERVICES, L.P. (PORTLAND OR)
OR
12/14/2015 - 03/27/2019
VALIC FINANCIAL ADVISORS, INC. (PORTLAND OR)
OR
11/25/2014 - 07/30/2015
EDWARD JONES (PORTLAND OR)
OR
09/17/2013 - 12/05/2014
COUNTRY CAPITAL MANAGEMENT COMPANY (WOOD VILLAGE OR)
BOTH
Issued 02/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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