Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irina? Claim Your ProfileIrina Bolotin is a financial advisor with over 20 years of experience in the industry. Irina is currently registered with LPL Financial LLC and Wsecu Investment Management. Irina has a wide range of experience in the financial services industry, having worked with several firms in the past, including Chase Investment Services Corp., MetLife Securities Inc., and Edward Jones. Irina is licensed to provide financial advice in multiple states and has a strong understanding of investment strategies, financial planning, and retirement planning. Irina is dedicated to helping clients achieve their financial goals and providing them with personalized financial advice.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
WA
11/18/2010 - Present
LPL Financial LLC (SEATTLE WA)
WA
10/20/2009 - 10/29/2010
CHASE INVESTMENT SERVICES CORP. (ISSAQUAH WA)
WA
07/28/2009 - 09/28/2009
METLIFE SECURITIES INC. (BELLEVUE WA)
WA
04/25/2003 - 12/03/2008
EDWARD JONES (KIRKLAND WA)
BOTH
Issued 12/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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