Ilan Weinschelbaum
Financial Representative at Pacific Advisors
- Role
- Financial Advisor at Pacific Advisors
- Location
- Fremont, CA, US
- LinkedIn followers
- 500 followers
About Ilan Weinschelbaum
I am a LEGO enthusiast, a child of Argentinean immigrants (¡hablo español!), and a…
Experience
Financial Advisor
Jan 2024 — Present · Fremont, CA, US
I work closely with clients to make sure I fully understand their particular goals and concerns, so that my team and I can give them tailored financial suggestions to secure their futures.Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 2875 Michelle Drive, Ste 110, Irvine CA, 92606,(90••••••00. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. CA Insurance License Number - 43•••09.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
University of Oregon Graduate School
Doctor of Philosophy (Ph.D.), Mathematics
2015 — 2022
Wesleyan University
BA, Mathematics and Economics
2011 — 2015
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