Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ileana? Claim Your ProfileIleana Alexandria Bolt is a financial advisor with over 20 years of experience in the financial services industry. Ileana is currently registered with J.P. Morgan Securities LLC and previously held positions at UBS Financial Services Inc., Neuberger Berman, LLC, Bear, Stearns & Co. Inc., HSBC Securities (USA) Inc., HSBC Brokerage (USA) Inc., NYLife Securities Inc., Fred Alger & Company, Incorporated, Chase Investment Services Corp., and Royal Alliance Associates, Inc. Ileana specializes in a variety of investment services including portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
04/09/2013 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NJ
12/26/2008 - 03/22/2013
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/13/2006 - 10/21/2008
NEUBERGER BERMAN, LLC (NEW YORK NY)
NY
06/03/2005 - 02/22/2006
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
01/01/2005 - 05/16/2005
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
01/14/2004 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NY
03/24/2003 - 11/04/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
NY
07/29/1999 - 04/29/2002
FRED ALGER & COMPANY, INCORPORATED (NEW YORK NY)
IL
04/02/1999 - 06/29/1999
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
AZ
12/22/1997 - 03/17/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 04/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1999
Series 7 - General Securities Representative Examination
BC
Issued 12/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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