Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dimitre? Claim Your ProfileDimitre Ivanov is a financial advisor with Summit Trail Advisors, LLC. Dimitre has been in the financial services industry for over 13 years and has a strong track record of success. Dimitre is a Series 63, 66, 7, 3, 9 and 10 licensed professional. Dimitre has worked with various financial institutions, including UBS Financial Services Inc, BANCWEST INVESTMENT SERVICES, INC. and LPL Financial LLC. Currently, Dimitre is registered in Illinois. Dimitre specializes in providing financial planning, portfolio management, and outsourced chief investment officer services.
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.
Outsourced chief investment officer services / family office services
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.
A percentage of the total value of assets under management is charged.
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NY
04/09/2024 - Present
Summit Trail Advisors, LLC (NEW YORK NY)
CO
07/19/2023 - 11/03/2023
LPL FINANCIAL LLC (CENTENNIAL CO)
CA
10/29/2019 - 07/19/2023
BANCWEST INVESTMENT SERVICES, INC. (NEWPORT BEACH CA)
NJ
01/01/2010 - 10/24/2019
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
07/06/2009 - 01/01/2010
UBS INTERNATIONAL INC. (NEW YORK NY)
CT
10/25/2001 - 07/14/2009
UBS SECURITIES LLC (STAMFORD CT)
BOTH
Issued 08/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/17/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/17/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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