Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irfan? Claim Your ProfileIrfan Iqbal is a financial professional with over 15 years of experience in the financial services industry. Irfan currently works as a registered representative for Ernst & Young Capital Advisors, LLC. Irfan's previous roles include positions at ALANTRA, LLC, KEMA PARTNERS LLC, VAQUERO CAPITAL LLC, and PACIFIC CREST SECURITIES LLC. Irfan is licensed in California and Oregon and holds the Series 7, Series 63 and SIE exams.
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
CA
05/21/2024 - Present
Ernst & Young Capital Advisors, LLC (SAN FRANCISCO CA)
CA
09/20/2018 - 02/27/2024
ALANTRA, LLC (San Francisco CA)
CA
05/09/2014 - 04/15/2019
KEMA PARTNERS LLC (San Francisco CA)
CA
03/16/2012 - 05/14/2014
VAQUERO CAPITAL LLC (SAN FRANCISCO CA)
CA
11/11/2011 - 05/07/2012
KEMA PARTNERS LLC (SAN FRANCISCO CA)
CA
04/01/2011 - 02/28/2012
PACIFIC CREST SECURITIES LLC (SAN FRANCISCO CA)
CA
11/18/2010 - 03/23/2011
NEEDHAM & COMPANY, LLC (MENLO PARK CA)
CA
11/19/2008 - 11/15/2010
RUTBERG & COMPANY, LLC (SAN FRANCISCO CA)
BC
Issued 01/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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