Unclaimed
Ily Elizabeth Nolen is a registered representative with International Assets Investment Management, LLC, based in Orlando, FL. Ily has been in the financial services industry since 2017 and has prior experience with Cambridge Investment Research, Inc. and J.W. Cole Financial, Inc. Ily specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisors.
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
FL
02/14/2022 - Present
International Assets Investment Management, LLC (ORLANDO FL)
FL
10/01/2018 - 12/31/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (RIVERVIEW FL)
FL
02/14/2015 - 07/02/2018
J.W. COLE FINANCIAL, INC. (TAMPA FL)
BOTH
Issued 01/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/01/2023
Series 4 - Registered Options Principal Examination
BC
Issued 07/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 07/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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