Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilan? Claim Your ProfileIlan N. Tsapovski is a financial advisor with over 13 years of experience in the industry. Ilan is currently registered with LPL Financial LLC and has a Series 7, Series 63, and Series 66 licenses. Ilan has previously worked with several other firms including Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Pruco Securities, LLC., Cantor Fitzgerald & Co., Bridge Trading Company, and Instinet Corporation. Ilan has a strong track record of providing financial advice and investment services to individuals, businesses, and institutions. Ilan is dedicated to helping 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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (BROOKLYN NY)
NY
06/23/2017 - 08/20/2020
CITIGROUP GLOBAL MARKETS INC. (BROOKLYN NY)
NY
11/04/2015 - 06/21/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BROOKLYN NY)
NY
02/13/2014 - 10/23/2015
PRUCO SECURITIES, LLC. (BROOKLYN NY)
NY
02/04/2010 - 02/14/2014
CANTOR FITZGERALD & CO. (NEW YORK NY)
MO
06/24/2002 - 02/02/2004
BRIDGE TRADING COMPANY (ST. LOUIS MO)
NY
05/07/2001 - 01/25/2002
INSTINET CORPORATION (NEW YORK NY)
BOTH
Issued 12/20/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/03/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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