Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irina? Claim Your ProfileIrina Shageryan is a financial professional with over 20 years of experience in the industry. She is currently registered with Charles Schwab & CO., Inc. Irina has a strong background in securities, having held previous positions with TD Ameritrade, Inc. and TD Ameritrade Clearing, Inc. She is committed to providing her clients with comprehensive financial planning and investment guidance. Irina's expertise includes financial planning, investment management, and retirement planning. She is also a registered principal, holding Series 4, 7, 9, 10, 24, and 63 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
FL
03/30/2023 - Present
Charles Schwab & CO., Inc. (Orlando FL)
CA
08/12/1999 - 12/31/2023
TD AMERITRADE, INC. (SAN DIEGO CA)
NE
09/23/2015 - 05/18/2020
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
10/09/2012 - 12/19/2013
TD AMERITRADE CLEARING, INC. (OMAHA NE)
BC
Issued 09/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2010
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/13/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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