Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Razvan? Claim Your ProfileRazvan Nicolae Ilie is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Razvan has been in the financial industry for 8 years. Razvan is registered with the state of Florida. Razvan previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Razvan is a Series 7 and 66 licensed advisor. Razvan has a combined total of 13 state registrations with the following states: Arizona, California, Connecticut, Delaware, District of Columbia, Florida, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, Virginia and Washington.
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.
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.
Investment consulting services to institutional clients
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
FL
03/04/2022 - Present
Wells Fargo Advisors Financial Network, LLC (VERO BEACH FL)
FL
09/02/2015 - 03/07/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (VERO BEACH FL)
TN
09/25/2008 - 02/02/2009
HEIDTKE & COMPANY, INC. (NASHVILLE TN)
BOTH
Issued 10/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/05/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/02/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Razvan Ilie is the right advisor for you? Invested Better is here to help.
