Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Alejandro Matherson is a registered representative with Osaic Wealth, Inc. Ivan is based in Phoenix, Arizona and has been in the industry since 2023. Ivan holds the Series 7TO and SIE exams, demonstrating expertise in the financial services industry. Ivan offers a range of services including financial planning, pension consulting, and educational seminars. Osaic Wealth, Inc. is a financial firm that provides portfolio management services for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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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AZ
04/24/2024 - Present
Osaic Wealth, Inc. (PHOENIX AZ)
BC
Issued 04/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/28/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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