Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irene? Claim Your ProfileIrene Oi-Yin Haas is a financial advisor with over 20 years of experience in the industry. Irene is a Certified Financial Planner and holds Series 7, 63, 65, 66, SIE, 86, and 87 licenses. Irene is currently registered with Osaic Wealth, Inc. in Texas and is an active member of the industry. Previously, Irene was associated with Imperial Capital, LLC in Houston, Texas, Wunderlich Securities, Inc., also in Houston, Texas, Canaccord Genuity Inc. in Houston, Texas, and Sanders Morris Harris Inc. in Houston, Texas. Irene offers a variety of financial services including financial planning, pension consulting, educational seminars, and portfolio management.
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.
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.
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2
TX
07/24/2024 - Present
Osaic Wealth, Inc. (KATY TX)
TX
07/05/2017 - 08/26/2020
IMPERIAL CAPITAL, LLC (HOUSTON TX)
TX
12/16/2010 - 07/05/2017
WUNDERLICH SECURITIES, INC. (Houston TX)
TX
05/11/2006 - 10/06/2010
CANACCORD GENUITY INC. (HOUSTON TX)
TX
01/05/1998 - 05/09/2006
SANDERS MORRIS HARRIS INC. (HOUSTON TX)
NY
01/10/1997 - 01/06/1998
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
BOTH
Issued 07/23/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 07/14/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2024
Series 7TO - General Securities Representative Examination
BC
Issued 01/25/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 01/25/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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