Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilya? Claim Your ProfileIlya Solovey is a financial advisor registered in California with Seia. Ilya has been in the industry since 2005 and has a strong track record of success. Ilya is committed to providing clients with personalized financial advice and helping them achieve their financial goals. In addition to working for Seia, Ilya has also held positions with OSAIC WEALTH, INC., CHARLES SCHWAB & CO., INC., and FIDELITY BROKERAGE SERVICES LLC.
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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CA
10/14/2020 - Present
Seia (Redondo Beach CA)
CA
10/05/2020 - 08/24/2023
OSAIC WEALTH, INC. (REDONDO BEACH CA)
IL
01/14/2014 - 10/15/2020
CHARLES SCHWAB & CO., INC. (Chicago IL)
TX
08/15/2005 - 02/11/2013
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BOTH
Issued 07/06/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/01/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/21/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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