Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Joshua Weiner is an Investment Advisor Representative with over 20 years of experience in the financial industry. Currently, Ivan is registered with PGIM Investments LLC. Ivan has held previous positions with Neuberger Berman Management Inc., Seligman Advisors, Inc., and First Fund Distributors, Inc. Ivan has extensive experience across a variety of investment products and services. Ivan holds a wide array of licenses and certifications, including the Series 6, 7, 24, 26, 63, and 65.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
10/08/2004 - Present
Pgim Investments LLC (NEWARK NJ)
NY
10/01/2001 - 06/16/2003
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
MA
11/23/1999 - 10/17/2001
SELIGMAN ADVISORS, INC. (BOSTON MA)
AZ
06/19/1998 - 11/24/1999
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
IA
Issued 09/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2018
Series 24 - General Securities Principal Examination
BC
Issued 08/14/2012
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/02/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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