Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Jardee is a financial professional with over 10 years of experience in the industry. Ivan currently works at PFS Investments Inc. Ivan is registered with the state of Wyoming as a Registered Representative and Investment Advisor Representative. Ivan is a Series 63, Series 6 and Series 26 licensed professional. Ivan also holds a Series SIE license. Ivan is experienced in providing investment advice and portfolio management services to individuals, high-net-worth individuals, and corporations. Ivan is dedicated to helping clients achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
WY
07/07/2017 - Present
PFS Investments Inc. (GILLETTE WY)
BC
Issued 05/09/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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