Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Faber Rolland is a financial advisor at Raymond James Financial Services Advisors, Inc. Irene has over 24 years of experience in the financial industry. Irene has been with Raymond James Financial Services Advisors, Inc. since 2009, and previously worked at FIRST NATIONAL INVESTMENTS, INC., SII INVESTMENTS, INC. and MCDONALD INVESTMENTS INC. Irene holds the Series 4, 7, 24, 63 and 65 licenses, and is registered in 24 states. Irene specializes in providing financial planning, portfolio management, and retirement planning services to individuals, families, and businesses. Irene also provides financial education seminars and workshops to the community.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (Kokomo IN)
IN
04/03/2003 - 05/10/2007
FIRST NATIONAL INVESTMENTS, INC. (KOKOMO IN)
WI
01/03/2001 - 01/09/2002
SII INVESTMENTS, INC. (APPLETON WI)
OH
05/14/1999 - 11/09/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
06/20/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IA
Issued 09/28/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2017
Series 4 - Registered Options Principal Examination
BC
Issued 08/22/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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