Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irina? Claim Your ProfileIrina Kass is a financial advisor with over 23 years of experience in the financial services industry. Irina has been registered with Ameriprise Financial Services, LLC since 2005. Irina holds Series 6, 7, and 63 securities licenses. Irina is also registered as an investment advisor representative in Florida and Texas. Irina is licensed to provide financial advice to individuals, businesses, and charitable organizations. Irina specializes in providing financial planning, portfolio management, and asset allocation services to her clients. Irina is committed to providing her clients with personalized financial advice and helping them achieve their financial goals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
07/18/2012 - Present
Ameriprise Financial Services, LLC (Boca Raton FL)
MN
06/15/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
04/05/1999 - 05/24/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BC
Issued 04/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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