Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Douglas Rose is a financial advisor with Fidelity Personal And Workplace Advisors, based in Ann Arbor, MI. Ivan has been a registered representative in the financial services industry for over five years. Ivan is a Certified Financial Planner™ professional with experience in a variety of investment areas. Ivan holds both Series 7 and Series 66 licenses. Prior to joining Fidelity Personal And Workplace Advisors, Ivan worked at Edward Jones and Merrill Lynch. Ivan also serves as a Board Member for 555 Arts in Detroit, Michigan.
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.
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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MI
02/06/2025 - Present
Fidelity Personal AND Workplace Advisors (ANN ARBOR MI)
MI
11/19/2021 - 05/02/2024
EDWARD JONES (Rochester MI)
MI
05/31/2019 - 11/22/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TROY MI)
BOTH
Issued 07/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/28/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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