Unclaimed
Ira Jeffrey Musiker is an investment advisor representative with Ameriprise Financial Services, LLC. Ira has been in the industry since August 1991. Ira has a Series 63 license for Broker-Dealer and a Series 65 license for Investment Advisor. Ira is registered with FINRA and the state of South Carolina and has a total of 11 approved state registrations and 2 approved IA state registrations. Ira Musiker is also registered with the state of New York. Ira has been associated with Ameriprise Financial Services, LLC since March 2020. Previously, Ira was employed by Ameriprise Financial Services, Inc., in Myrtle Beach, SC since November 2014. Prior to that, Ira was employed by WELLS FARGO ADVISORS, LLC in Pawleys Island, SC from January 2008 to November 2014. Ira's current office locations are in Murrells Inlet, SC and Hauppauge, NY.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
SC
11/17/2014 - Present
Ameriprise Financial Services, LLC (Murrells Inlet SC)
SC
01/01/2008 - 11/18/2014
WELLS FARGO ADVISORS, LLC (PAWLEYS ISLAND SC)
NY
11/25/1996 - 01/03/2008
A. G. EDWARDS & SONS, INC. (ALBANY NY)
NJ
08/19/1991 - 12/20/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/25/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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