Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Gefen is a registered investment advisor representative with Newbridge Financial Services Group, Inc. based in Boca Raton, Florida. Ivan has been in the financial services industry since February 19, 1984, and has extensive experience in providing investment advice to individuals, high-net-worth individuals, corporations and businesses, pension and profit sharing plans, and charitable organizations. Ivan is currently registered in 11 states and is a licensed Investment Advisor Representative (IAR). Ivan's background includes previous roles at Morgan Stanley, National Securities Corporation, VFINANCE INVESTMENTS, INC, VFINANCE INVESTMENTS, Prudential Securities Incorporated, and First Miami Securities, Inc. Ivan's professional experience includes providing investment advice, fixed insurance sales, and estate planning. Newbridge Financial Services Group, Inc. is an independent broker-dealer and investment advisor headquartered in Boca Raton, Florida. The firm provides a wide range of financial services, including investment advisory, brokerage, and insurance services. Newbridge Financial Services Group, Inc. has over 73 investment advisor representatives and manages over $566 million in assets for its 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.
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.
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.
Promoter fees
1
2
FL
04/22/2016 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
FL
01/25/2013 - 03/23/2016
MORGAN STANLEY (BOCA RATON FL)
FL
02/16/2012 - 01/25/2013
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
01/01/2002 - 12/19/2012
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
03/13/2000 - 01/01/2002
VFINANCE INVESTMENTS (BOCA RATON FL)
NY
09/08/1987 - 02/24/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
01/11/1984 - 08/29/1987
FIRST MIAMI SECURITIES, INC.
IA
Issued 02/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/26/1989
Series 3 - National Commodity Futures Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
BC
Issued 06/15/1984
Series 2 - Non-Member General Securities Examination
BC
Issued 01/09/1984
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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