Unclaimed
Ilana Roth escandon is a financial professional with over 20 years of experience in the financial services industry. She is currently registered with Commonfund Securities, Inc. in Wilton, CT. Ilana holds the Series 7, Series 31, and Series 63 licenses as well as the SIE designation. Ilana was previously registered with Noble Capital Markets, Inc. in Westport, CT and UBS Securities LLC in New York, NY. She also had an earlier registration with Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY.
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.
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.
1
2
CT
09/16/2022 - Present
Commonfund Securities, Inc. (WILTON CT)
CT
03/10/2021 - 07/20/2022
NOBLE CAPITAL MARKETS, INC. (Westport CT)
NY
07/05/2018 - 11/07/2019
UBS SECURITIES LLC (NEW YORK NY)
NY
10/23/2000 - 02/10/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/27/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2022
Series 31 - Futures Managed Funds Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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