Unclaimed
Irais Troncoso is a registered representative with Fidelity Brokerage Services LLC. Irais has been in the industry since September 2021 and holds the Series 7, Series 63 and SIE licenses. Irais was previously registered with Charles Schwab & Co., Inc.. Irais is licensed in 53 states and is currently registered in Colorado.
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.
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2
CO
02/03/2023 - Present
Fidelity Brokerage Services LLC (GREENWOOD VILLAGE CO)
CO
08/12/2022 - 12/16/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BC
Issued 10/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2022
Series 7TO - General Securities Representative Examination
BC
Issued 09/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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