Ilan Cuellar
LPL Registered Principal helping individuals and businesses make sense of their investments.
- Role
- Managing Director at LPL Financial
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Ilan Cuellar
With increasingly complex financial markets and longer life expectancies, working with a…
Experience
Managing Director
Jun 2010 — Present · Houston, TX, US
LPL Financial Registered Principal and Managing Director of a team of Financial Advisors specializing in providing strategies to businesses and individuals.
Education
Texas A&M University
B.S.
2000 — 2004
Skills
- Asset Allocation
- Mutual Funds
- Fixed Annuities
- Wealth Management
- Registrations Held with Lpl Financial:
- Variable Annuities
- Series 6;
- Equities
- Series 24
- Strategic Financial Planning
- Retirement Planning
- Series 7
- Financial Advisory
- Investment Advisory
- Series 66
- Investments
- Asset Managment
- Life and Health Insurance
- Series 63
- Fixed Income
- Investment Strategies
- Alternative Investments
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