Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Istelma? Claim Your ProfileIstelma Giers is a financial advisor who has been in the industry since 2007. She is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative. Istelma has a broad range of experience in the financial services industry, having previously worked at Vanguard Marketing Corporation. Istelma has a number of professional licenses, including Series 7, Series 6, Series 63, and Series 66. She is also a Certified Paralegal in North Carolina. Istelma specializes in providing financial planning, investment management, and other advisory services to individuals, families, businesses, and retirement plans.
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
SC
11/15/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
04/09/2010 - 03/31/2017
VANGUARD MARKETING CORPORATION (CHARLOTTE NC)
PA
06/07/1999 - 11/23/2001
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 11/14/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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