Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivo-andreas? Claim Your ProfileIvo-andreas Schilbach is a registered representative with Raymond James Financial Services Advisors, Inc. Ivo-andreas has been in the securities industry for over 20 years. Ivo-andreas has been registered with Raymond James Financial Services Advisors, Inc. since February 2010, and previously worked for UBS Financial Services Inc. Ivo-andreas holds Series 7, 9, 10, 66 licenses and SIE. Ivo-andreas has also been approved as an Investment Advisor Representative in Texas and Washington. Ivo-andreas provides financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Ivo-andreas also works as a partner for The Way Group, LLC.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
02/10/2010 - Present
Raymond James Financial Services Advisors, Inc. (Mill Creek WA)
WA
12/06/2002 - 02/17/2010
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
BOTH
Issued 12/26/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/21/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/04/2010
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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