Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilana? Claim Your ProfileIlana Galanti Bloch is a financial advisor with Osaic Wealth, Inc. located in Milton, GA. Ilana has been in the financial services industry since April 2011. She is registered with FINRA and holds Series 63, SIE and Series 7 licenses. Ilana has experience working with high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, charitable organizations and corporations or other businesses. Ilana offers financial planning, pension consulting, educational seminars, selection of other advisors and portfolio management for businesses and individuals. Ilana previously worked at TRIAD ADVISORS LLC, TRIAD ADVISORS, INC., WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, E*TRADE SECURITIES LLC, and TRADEKING.
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
GA
08/23/2024 - Present
Osaic Wealth, Inc. (Milton GA)
GA
04/10/2019 - 08/23/2024
TRIAD ADVISORS LLC (Milton GA)
GA
02/03/2018 - 12/31/2018
TRIAD ADVISORS LLC (Norcross GA)
GA
08/21/2015 - 12/31/2017
TRIAD ADVISORS, INC. (Norcross GA)
GA
07/16/2012 - 08/25/2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (NORCROSS GA)
GA
06/10/2011 - 07/05/2012
E*TRADE SECURITIES LLC (ALPHARETTA GA)
NC
11/17/2010 - 05/24/2011
TRADEKING (CHARLOTTE NC)
BC
Issued 12/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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