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 registered with Raymond James Financial Services Advisors, Inc. Ivan has been in the industry since January 6, 2006. Ivan is licensed in the state of Puerto Rico as an Investment Advisor Representative and in Texas as an Investment Advisor Representative. Ivan has a broad range of experience working with clients including high net worth individuals, corporations, and pension and profit sharing plans. Ivan specializes in providing financial planning, portfolio management, and pension consulting services. Ivan has been registered with UBS Financial Services Inc. and UBS Financial Services Incorporated of Puerto Rico in the past and is licensed in multiple states across the US. Ivan is also a business owner of several other businesses and provides consulting services to clients.
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 3/2/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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