Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Lash is a financial advisor with MML Investors Services, LLC. Ira has been in the industry since 1984 and is registered in South Carolina and Texas. Ira holds the Series 6, 22, 63, and 65 licenses. Ira provides asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Ira is also a broker for outside carriers and provides sales and service for various life, health, DI, LTC carriers.
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 programs
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.
Solicitors fees
1
2
SC
09/22/2015 - Present
MML Investors Services, LLC (CHARLESTON SC)
NA
09/08/1984 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 10/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/06/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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