Unclaimed
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 has been a registered investment advisor representative since 2013. Ida has held multiple roles within the financial industry, working with Edward Jones, VALIC Financial Advisors, Inc., CUSO Financial Services, L.P., and OSAIC FA, INC., before joining Cetera Investment Advisers LLC in 2024. Ida is registered with the states of Arizona, California, Colorado, Idaho, Michigan, Oregon, Texas, Washington, and West Virginia. She has earned the Series 6, 7, 63, and 66 securities licenses.
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 2/9/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/20/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2014
Series 7 - General Securities Representative Examination
BC
Issued 9/16/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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