Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilia? Claim Your ProfileIlia Dalea is a registered representative with Mariner Independent and has been in the securities industry since September 27, 1997. Ilia Dalea is also a registered investment advisor representative. Ilia Dalea specializes in financial planning, pension consulting, selection of other advisers, and portfolio management for businesses and individuals. Ilia Dalea is registered in California, Colorado, Connecticut, Kansas, New York, Oregon, and Texas. Ilia Dalea is associated with Mariner Independent, which is based in Overland Park, KS.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
05/01/2024 - Present
Mariner Independent (Sacramento CA)
CA
11/25/2013 - 10/01/2015
D.A. DAVIDSON & CO. (WESTLAKE VILLAGE CA)
CA
11/04/2013 - 11/25/2013
CROWELL WEEDON & CO. (WESTLAKE VILLAGE CA)
CA
12/01/2004 - 11/04/2013
CROWELL, WEEDON & CO. (WESTLAKE VILLAGE CA)
NY
11/03/2003 - 10/11/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
TX
06/24/2002 - 10/09/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
11/25/1996 - 10/23/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/13/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Ilia Dalea is the right advisor for you? Invested Better is here to help.
