Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Irshad? Claim Your ProfileIrshad Jamal Bannister is a financial advisor with LPL Financial LLC, located in Toledo, Ohio. Irshad has been in the financial services industry since 2008 and has a diverse background in education and business. Irshad holds licenses in several states and has experience in a variety of financial planning services including portfolio management, retirement planning, and insurance. Irshad also has experience with various investment products and strategies, including mutual funds, ETFs, and variable annuities. Irshad is committed to providing personalized financial advice to help 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.
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
OH
03/03/2020 - Present
LPL Financial LLC (TOLEDO OH)
OH
01/06/2012 - 03/02/2020
TRANSAMERICA FINANCIAL ADVISORS, INC (MAUMEE OH)
OH
03/13/2008 - 01/06/2012
WORLD GROUP SECURITIES, INC. (MAUMEE OH)
IA
Issued 07/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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