Unclaimed
Jijo C Valiyaparambil is a financial professional with over five years of experience in the financial services industry. Jijo has a strong background in providing investment advice, financial planning, and tax preparation services. Jijo is currently registered with LPL Financial LLC as an Investment Advisor Representative and a Registered Representative. Jijo has previously worked with Ameriprise Financial Services, LLC, Avantax Investment Services, Inc., and Pruco Securities, LLC. Jijo holds Series 6, Series 63, Series 65 and SIE licenses. Jijo is dedicated to providing personalized financial advice and helping 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.
1
2
TX
07/19/2022 - Present
LPL Financial LLC (ROANOKE TX)
TX
10/15/2020 - 05/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Plano TX)
TX
05/31/2017 - 09/18/2020
AVANTAX INVESTMENT SERVICES, INC. (Carrollton TX)
NC
09/19/2007 - 03/18/2008
PRUCO SECURITIES, LLC. (RALEIGH NC)
IA
Issued 02/16/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/15/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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