Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ira? Claim Your ProfileIra Shapiro is a financial advisor with LPL Financial LLC. Ira has been in the industry since 1991. Ira is registered with the state of Arizona and other states. Ira offers financial planning, investment management, and retirement planning. Ira is committed to providing clients with personalized financial advice and helping them 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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AZ
08/13/2020 - Present
LPL Financial LLC (PHOENIX AZ)
AZ
07/09/2010 - 08/17/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
AZ
01/01/2008 - 07/09/2010
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
04/24/2002 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PHOENIX AZ)
NY
10/21/1996 - 04/26/2002
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/27/1991 - 10/29/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 03/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1992
Series 3 - National Commodity Futures Examination
BC
Issued 11/26/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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