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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irina? Claim Your ProfileIrina Biley is a financial advisor with Fidelity Personal and Workplace Advisors. Irina is a registered representative of the firm in New Hampshire and Texas. Irina has been working in the industry since 2008. Irina has experience working for a variety of firms, including TD Wealth Management Services Inc. and BancNorth Investment Group, Inc. Irina is a licensed professional with the following exams: Series 6, Series 7, Series 9, Series 63, Series 66, and SIE. Irina provides financial planning, portfolio management for businesses, and portfolio management for individuals. Irina is also registered with the following states: California, Colorado, Connecticut, Florida, Maine, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia and Washington.
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.
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2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
NH
11/17/2009 - 12/07/2009
TD WEALTH MANAGEMENT SERVICES INC. (MERRIMACK NH)
NH
06/11/2008 - 11/17/2009
BANCNORTH INVESTMENT GROUP, INC. (MERRIMACK NH)
BOTH
Issued 10/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/24/2011
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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