Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Rafael Pelegrina is a financial advisor with over 17 years of experience in the industry. He is currently registered with Raymond James Financial Services Advisors, Inc. and has previously held positions with UBS Financial Services Inc., UBS Financial Services Incorporated of Puerto Rico, Santander Securities, and Citigroup Global Markets Inc. Ivan holds Series 7, 63 and 65 licenses as well as the SIE exam. He is also licensed in multiple states, including Puerto Rico, Texas, Florida, Georgia, California, New York, Idaho, North Carolina, New Jersey, and the District of Columbia.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
PR
04/04/2024 - Present
Raymond James Financial Services Advisors, Inc. (Guaynabo PR)
PR
12/17/2009 - 04/25/2024
UBS FINANCIAL SERVICES INC. (SAN JUAN PR)
PR
12/17/2009 - 10/19/2021
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (SAN JUAN PR)
PR
05/16/2006 - 01/05/2010
SANTANDER SECURITIES (DORADO PR)
PR
01/07/2006 - 05/26/2006
CITIGROUP GLOBAL MARKETS INC. (SAN JUAN PR)
IA
Issued 11/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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