Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Obra Mattox is a financial advisor with over 20 years of experience in the industry. Ivan is currently registered with MML Investors Services, LLC and is located in Glen Allen, Virginia. Ivan is licensed to provide investment advice in Virginia. Before joining MML Investors Services, LLC, Ivan was employed by WELLS FARGO CLEARING SERVICES, LLC and ONEAMERICA SECURITIES, INC., as well as a few other firms. Ivan has experience working with individuals, businesses, and retirement plans. The services Ivan provides to clients include financial planning, pension consulting, asset allocation programs, and portfolio management for businesses and individuals.
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.
Guidance on pension options to ensure a secure financial future.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
08/15/2024 - Present
MML Investors Services, LLC (Glen Allen VA)
MO
11/02/2021 - 06/06/2024
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
VA
11/02/2016 - 02/05/2020
ONEAMERICA SECURITIES, INC. (Midlothian VA)
VA
09/20/2011 - 10/04/2016
AXA ADVISORS, LLC (RICHMOND VA)
VA
05/08/2009 - 10/05/2011
ONEAMERICA SECURITIES, INC. (GLEN ALLEN VA)
VA
08/01/2008 - 05/06/2009
NATIONWIDE SECURITIES, LLC (WOODBRIDGE VA)
VA
06/17/2008 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (RICHMOND VA)
VA
07/14/2004 - 06/19/2008
THE O.N. EQUITY SALES COMPANY (MAIDENS VA)
NY
08/12/2002 - 05/28/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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