Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ina? Claim Your ProfileIna Felder is a financial advisor with over 20 years of experience in the financial industry. Ina is currently registered with LPL Financial LLC and holds a Series 6, 7, and 66 license. Ina has a strong background in providing financial advice and investment management services to individuals and businesses. In the past, Ina has also been registered with AMTRUST INVESTMENT SERVICES, INC., SIGNATOR INVESTORS, INC., IFMG SECURITIES, INC., ESSEX NATIONAL SECURITIES, INC., and OHIO SAVINGS SECURITIES, INC. Ina is committed to helping clients achieve their financial goals and objectives.
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.
Consulting and other non-discretionary advisory services
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
FL
07/15/2020 - Present
LPL Financial LLC (DELRAY BEACH FL)
FL
07/25/2006 - 03/09/2010
AMTRUST INVESTMENT SERVICES, INC. (DELRAY FL)
FL
03/09/2006 - 07/26/2006
SIGNATOR INVESTORS, INC. (PLANTATION FL)
FL
05/03/2004 - 02/27/2006
IFMG SECURITIES, INC. (DEERFIELD BEACH FL)
CA
03/04/2004 - 04/30/2004
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
OH
07/02/2002 - 02/25/2004
OHIO SAVINGS SECURITIES, INC. (CLEVELAND OH)
BOTH
Issued 07/13/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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