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Ilana Roth Roth escandon

Commonfund Securities, Inc.

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About Ilana Roth Roth escandon

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.

Firm Information

Ilana Roth escandon is currently registered with Commonfund Securities, Inc.. Commonfund Securities, Inc. is a Corporation formed in May 1997. The firm is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ilana Roth escandon’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ilana Roth Roth escandon.
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