Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilian? Claim Your ProfileIlian Li is a financial advisor with Charles Schwab & Co., Inc. in Bethesda, Maryland. Ilian has been in the industry since August 2006 and has held positions at several firms, including J.P. MORGAN SECURITIES LLC, RAYMOND JAMES FINANCIAL SERVICES, INC., PNC INVESTMENTS, MORGAN STANLEY, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, BANC OF AMERICA INVESTMENT SERVICES, INC., NAVY FEDERAL BROKERAGE SERVICES, LLC, WACHOVIA SECURITIES, LLC, AXA ADVISORS, LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Ilian is licensed to offer securities and investment advice in Maryland and Texas. Ilian has a Series 66, Series 7 and a SIE license.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
MD
05/30/2024 - Present
Charles Schwab & CO., Inc. (Bethesda MD)
DC
09/06/2023 - 05/26/2024
J.P. MORGAN SECURITIES LLC (Washington DC)
VA
08/17/2020 - 08/08/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FREDERICKSBURG VA)
MD
07/01/2016 - 12/06/2018
PNC INVESTMENTS (BETHESDA MD)
MD
10/19/2010 - 06/30/2016
MORGAN STANLEY (BETHESDA MD)
DC
10/23/2009 - 10/08/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
MD
03/03/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ROCKVILLE MD)
MD
11/27/2007 - 02/12/2008
NAVY FEDERAL BROKERAGE SERVICES, LLC (ROCKVILLE MD)
DC
10/27/2004 - 05/18/2006
WACHOVIA SECURITIES, LLC (WASHINGTON DC)
NY
08/22/2003 - 05/13/2004
AXA ADVISORS, LLC (NEW YORK NY)
MN
10/06/2002 - 08/11/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/06/2002 - 08/11/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/16/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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