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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irini? Claim Your ProfileIrini Ioanna Housiadas is a financial advisor currently registered with LPL Financial LLC. Irini has been in the industry since 2005 and holds the Series 6, 7, 63 and 66 licenses. Irini's previous experience includes working with Crown Capital Securities, L.P. and First Investors Corporation. Irini has a strong track record in helping clients with their financial planning, and portfolio management. Irini also provides educational seminars and consulting services to help clients make informed financial decisions.
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.
1
2
OR
04/17/2024 - Present
LPL Financial LLC (PORTLAND OR)
OR
04/07/2014 - 04/17/2024
CROWN CAPITAL SECURITIES, L.P. (PORTLAND OR)
OR
11/14/2005 - 04/07/2014
FIRST INVESTORS CORPORATION (BEAVERTON OR)
BOTH
Issued 06/25/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/21/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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