Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ilya? Claim Your ProfileIlya Michael Zlotnik is a financial professional with over 16 years of experience in the industry. Ilya is currently registered with Vivaldi Capital Management LP and has been with the firm since May 2015. Prior to this, Ilya worked at Foreside Fund Services, LLC and TD Ameritrade, Inc. Ilya holds Series 66, 24, SIE and 7 licenses and is a registered investment advisor in Illinois. Ilya specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
05/28/2015 - Present
Vivaldi Capital Management LP (CHICAGO IL)
ME
10/03/2014 - 05/04/2015
FORESIDE FUND SERVICES, LLC (PORTLAND ME)
IL
03/11/2008 - 02/21/2013
TD AMERITRADE, INC. (CHICAGO IL)
IL
11/14/2006 - 03/04/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CHICAGO IL)
BOTH
Issued 12/18/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 05/04/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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