Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Lau is an Investment Advisor Representative at Masterworks Advisers, LLC, based in New York, NY. Ivan has been in the securities industry since 2018 and has experience with securities, investment company products and variable contracts. Ivan previously worked at Arete Wealth Management, LLC and JPMorgan Securities LLC. Ivan is registered with the state of New York and Texas as an Investment Advisor Representative.
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.
Set rates for specific services, regardless of time or assets managed.
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NY
06/30/2023 - Present
Masterworks Advisers, LLC (NEW YORK NY)
NY
10/04/2021 - 12/31/2022
ARETE WEALTH MANAGEMENT, LLC (New York NY)
NY
01/12/2018 - 08/20/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BOTH
Issued 03/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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