Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Inna? Claim Your ProfileInna Halperin is a financial advisor with over 14 years of experience in the industry. Currently, Inna works at Summit Trail Securities, LLC. Inna has previously worked at firms such as PURSHE KAPLAN STERLING INVESTMENTS, BARCLAYS CAPITAL INC., and SANFORD C. BERNSTEIN & CO., LLC. Inna is licensed to conduct business in Illinois and Michigan.
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.
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.
1
2
IL
03/08/2017 - Present
Summit Trail Securities, LLC (Chicago IL)
IL
11/23/2015 - 08/16/2016
PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)
IL
09/14/2011 - 09/30/2015
BARCLAYS CAPITAL INC. (CHICAGO IL)
IL
09/17/2007 - 09/15/2011
SANFORD C. BERNSTEIN & CO., LLC (CHICAGO IL)
BOTH
Issued 11/12/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2014
Series 3 - National Commodity Futures Examination
BC
Issued 09/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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