Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iris? Claim Your ProfileIris Bullicer Ilao is a financial advisor in Westlake Village, California. Iris is registered with Commonwealth Financial Network. Iris has been in the industry since 2004. She holds a Series 6, Series 7, Series 63, and Series 65 licenses. Iris specializes in providing financial planning, portfolio management, and educational seminars for individuals, businesses, and charitable organizations. She is committed to helping her clients 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.
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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CA
03/15/2019 - Present
Commonwealth Financial Network (Westlake Village CA)
CA
03/15/2019 - 12/31/2019
COMMONWEALTH FINANCIAL NETWORK (WESTLAKE VILLAGE CA)
CA
06/29/2018 - 01/25/2019
MUTUAL SECURITIES, INC. (WESTLAKE VILLAGE CA)
CA
09/08/2004 - 07/02/2018
CETERA ADVISOR NETWORKS LLC (WESTLAKE VILLAGE CA)
IA
Issued 10/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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