Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iliasser? Claim Your ProfileIliasser Robin Arias is a financial advisor with Wells Fargo Clearing Services, LLC, a firm that manages approximately $10 billion to $50 billion in assets. Iliasser Robin Arias has been in the industry since 1999 and has held positions at several firms including J.P. Morgan Securities LLC and Chase Investment Services Corp. Iliasser Robin Arias holds the Series 7, Series 63, Series 65, and SIE licenses and is registered with the states of California, Colorado, Connecticut, Delaware, Florida, Illinois, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, Texas, Utah, Virginia, and Washington.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/04/2017 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
10/01/2012 - 10/11/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/13/2004 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NY
10/23/2002 - 09/08/2004
MAXIM GROUP LLC (NEW YORK NY)
NY
12/18/2000 - 10/23/2002
INVESTEC ERNST & COMPANY (NEW YORK NY)
NY
05/25/1999 - 12/18/2000
GKN SECURITIES CORP. (NEW YORK NY)
IA
Issued 07/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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