Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Chernick is a financial advisor with over 30 years of experience in the industry. Ira is currently registered with LPL Financial LLC and has been in the industry since 1985. Ira has held previous positions with Arete Wealth Management, LLC, National Securities Corporation, Cetera Advisor Networks LLC, Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., Jaron Equities Corp., Integrated Resources Equity Corporation, Christopher Weil & Company, Inc, and David Lerner Associates, Inc. Ira holds the Series 63, 53, 24, 52TO, SIE, and Series 7 licenses. Ira specializes in providing financial planning, portfolio management, and other advisory services to individuals, families, and businesses. Ira is committed to helping clients achieve their financial goals.
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.
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2
NY
07/23/2024 - Present
LPL Financial LLC (JERICHO NY)
NY
07/20/2022 - 07/22/2024
ARETE WEALTH MANAGEMENT, LLC (Melville NY)
NY
05/31/2019 - 07/21/2022
NATIONAL SECURITIES CORPORATION (MELVILLE NY)
NY
09/03/2013 - 06/06/2019
CETERA ADVISOR NETWORKS LLC (WOODBURY NY)
NY
08/01/2003 - 09/03/2013
WALNUT STREET SECURITIES, INC. (ROSLYN NY)
NY
02/09/1995 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
NY
10/20/1989 - 02/15/1995
JARON EQUITIES CORP. (HICKSVILLE NY)
NA
11/03/1988 - 10/21/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/01/1988 - 11/03/1988
CHRISTOPHER WEIL & COMPANY, INC
NA
11/19/1985 - 07/12/1988
DAVID LERNER ASSOCIATES, INC.
BC
Issued 12/16/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/04/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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