Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Altagracia Aponte is a financial advisor with over five years of experience in the financial services industry. Irene currently works as a registered representative at Edward Jones in MT KISCO, New York. Prior to joining Edward Jones, Irene worked for WELLS FARGO CLEARING SERVICES, LLC. Irene is licensed to offer investment advice in numerous states and holds several industry licenses, including the Series 7, Series 6, Series 63 and Series 66 exams. Irene offers financial planning services, portfolio management for businesses and individuals and has a special focus on providing investment advice to individuals, other than high net worth individuals, partnerships, investment clubs, and charitable organizations.
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.
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.
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.
See schedule d - miscellaneous
1
2
NY
02/23/2024 - Present
Edward Jones (MT KISCO NY)
NY
05/01/2018 - 07/13/2023
WELLS FARGO CLEARING SERVICES, LLC (YONKERS NY)
BOTH
Issued 03/10/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/10/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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