Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ignacio? Claim Your ProfileIgnacio Morrell is an investment advisor representative with Global Retirement Partners LLC. Ignacio has been in the financial services industry since 2006. Ignacio holds Series 7, 63, 65, and 66 securities licenses and is licensed in Florida, Illinois, and Mississippi. Ignacio specializes in providing financial planning services, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Ignacio has previously worked with LPL Financial LLC and Edward Jones.
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.
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
IL
07/04/2022 - Present
Global Retirement Partners LLC (Northbrook IL)
FL
09/20/2010 - 06/18/2018
LPL FINANCIAL LLC (TAMPA FL)
FL
05/23/2006 - 09/21/2010
EDWARD JONES (MULBERRY FL)
IA
Issued 04/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/18/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2012
Series 24 - General Securities Principal Examination
BC
Issued 06/18/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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