Regina Iafelice (CRD# 6957473) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Willoughby Hills, OH and has over 3 years of experience in the finance industry.
CRD# 2530365
Lincoln Financial Advisors Corporation
CRD# 2493801
Lincoln Investment
CRD# 6347040
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Raymond James Financial Services, Inc. | Willoughby Hills, OH | Aug 2022 - Current | 1 |
| Raymond James Financial Services Advisors, Inc. | Willoughby Hills, OH | Aug 2022 - Current | 1 |
| Thrivent Financial | Willoughby Hills, OH | Mar 2020 - Aug 2022 | 2 |
| Thrivent Investment Management Inc. | Willoughby Hills, OH | Jan 2020 - Aug 2022 | 2 |
| Unemployed | Willoughby Hills, OH | Aug 2019 - Jan 2020 | < 1 |
| Walden Wealth Partners | Solon, OH | Jan 2019 - May 2019 | < 1 |
| John Carroll University | University Heights, OH | Aug 2015 - May 2019 | 3 |
| Stratos Wealth Partners | Beachwood, OH | Jun 2018 - Aug 2018 | < 1 |
| Notre Dame Cathedral Latin | Chardon, OH | Aug 2011 - Jul 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2020 |
- OH
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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