Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Rosa is a registered representative with Optimist Capital, a firm that provides financial planning and investment management services. Ivan has been in the financial services industry for over 15 years, and has a deep understanding of the markets and the needs of his clients. He is committed to providing his clients with personalized advice and guidance, and he is dedicated to helping them achieve their financial goals.
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.
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.
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2
FL
01/30/2025 - Present
Optimist Capital (PALM BEACH GARDENS FL)
Active
Inactive
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