Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iliana? Claim Your ProfileIliana Alexandrova is a financial advisor at Fidelity Personal And Workplace Advisors. Iliana has been in the industry since June 23, 2016 and holds Series 6, 7, 63 and 66 securities licenses. Iliana is registered in 40 states and provides financial planning, portfolio management and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
CA
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
CA
06/22/2018 - 12/31/2020
BANCWEST INVESTMENT SERVICES, INC. (ENCINO CA)
CA
07/19/2017 - 06/18/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PASADENA CA)
CA
03/27/2015 - 07/21/2017
J.P. MORGAN SECURITIES LLC (SHERMAN OAKS CA)
BOTH
Issued 10/17/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 03/27/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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