Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Igor? Claim Your ProfileIgor Feldman is a financial advisor in Boca Raton, Florida. Igor has over 25 years of experience in the financial services industry. Igor is currently registered with Ameriprise Financial Services, LLC and has previously been registered with Morgan Stanley, Raymond James & Associates, Inc., Janney Montgomery Scott LLC, Dean Witter Reynolds Inc., and J. B. Hanauer & Co.. Igor holds the Series 63, 66, 7, 31 and SIE securities licenses. Igor specializes in retirement planning, investment management, and financial planning for individuals and businesses. Igor is also a licensed real estate agent.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
12/02/2019 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
09/29/2010 - 12/02/2019
MORGAN STANLEY (BOCA RATON FL)
FL
12/05/2003 - 10/11/2010
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
PA
06/03/1999 - 12/16/2003
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
NY
07/01/1998 - 06/03/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
08/14/1995 - 07/20/1998
J. B. HANAUER & CO. (PARSIPPANY NJ)
BOTH
Issued 05/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/11/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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