Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Gerasimos Apergis is a financial professional with over 20 years of experience in the industry. Irene holds a Series 7, 63, 65, 66 and SIE license. Irene is currently a registered Investment Advisor Representative with Arrowroot Family Office, LLC, a firm based in Marina del Rey, California. Irene's prior experience includes roles at UBS Financial Services Inc., J.P. Morgan Securities Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
08/05/2017 - Present
Arrowroot Family Office, LLC (MARINA DEL REY CA)
CA
05/18/2017 - 08/10/2020
ARROWROOT PARTNERS, LLC (SANTA MONICA CA)
CA
07/14/2010 - 06/02/2014
UBS FINANCIAL SERVICES INC. (CENTURY CITY CA)
CA
01/25/2007 - 07/27/2010
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
CA
10/12/2006 - 01/16/2007
ASSENT LLC (LOS ANGELES CA)
NY
07/08/1999 - 11/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 08/02/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 09/02/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 02/04/2024
Series 24 - General Securities Principal Examination
BC
Issued 02/04/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 10/11/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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