Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Palacino is a registered representative with Bolton Securities Corp. and a registered investment advisor representative with Bolton Global Asset Management. Ivan is based in Bolton, MA and has over 25 years of experience in the financial services industry. Ivan's areas of expertise include portfolio management, financial planning, and pension consulting. Ivan has a deep understanding of the markets and a proven track record of success.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
MA
07/24/2023 - Present
Bolton Securities Corp. (BOLTON MA)
FL
01/06/2014 - 07/26/2023
MORGAN STANLEY (Miami FL)
FL
09/22/2008 - 01/28/2014
BARCLAYS CAPITAL INC. (MIAMI FL)
FL
02/14/2007 - 09/22/2008
LEHMAN BROTHERS INC. (MIAMI FL)
FL
03/14/2006 - 02/20/2007
MACQUARIE SECURITIES (USA) INC. (MIAMI FL)
FL
08/27/2002 - 03/09/2006
GLOBAL INVESTOR SERVICES, L.C. (MIAMI FL)
NJ
05/02/2000 - 04/03/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
04/28/1999 - 04/20/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
FL
06/13/1996 - 04/16/1999
VESTRUST SECURITIES L.P. (MIAMI FL)
BOTH
Issued 01/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2007
Series 3 - National Commodity Futures Examination
BC
Issued 06/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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