Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Mikhayl Luna-romo is a financial professional with Zions Direct, Inc. Ivan has been in the industry since April 2023. Ivan is licensed in all 50 states. Ivan has passed the Series 79TO, Series 63, and SIE exams.
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.
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.
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TX
04/19/2023 - Present
Zions Direct, Inc. (Houston TX)
BC
Issued 05/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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