Unclaimed
Regina Popelars is a financial advisor with over 17 years of experience in the industry. Regina is currently registered with Level Four Financial, LLC, and is based in Williamsburg, VA. Regina has held previous roles with MID-ATLANTIC SECURITIES, INC., INFINEX INVESTMENTS, INC., FIFTH THIRD SECURITIES, INC., and WELLS FARGO ADVISORS, LLC. Regina holds the Series 6, Series 63, and SIE licenses.
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.
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.
1
2
VA
08/10/2022 - Present
Level Four Financial, LLC (WILLIAMSBURG VA)
VA
06/01/2021 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (Williamsburg VA)
VA
09/18/2013 - 06/15/2021
INFINEX INVESTMENTS, INC. (WILLIAMSBURG VA)
FL
02/14/2011 - 04/05/2012
FIFTH THIRD SECURITIES, INC. (SEMINOLE FL)
FL
05/28/2003 - 06/22/2010
WELLS FARGO ADVISORS, LLC (ST. PETERSBURG FL)
BC
Issued 05/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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