Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Shawn Farris is an investment advisor representative registered with Keystate Advisory, LLC. Ivan is registered in Nevada and has been in the industry since October 2011. Ivan has a Series 65 license and has taken the Uniform Investment Adviser Law Examination. In addition to being a Vice President at Keystate Advisory, LLC, Ivan also serves as an officer and/or director to numerous Nevada special purpose entities. Some of these entities are community banks, for which Ivan serves as an investment officer overseeing the bond portfolio of the bank investment subsidiary.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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NV
03/24/2016 - Present
Keystate Advisory, LLC (LAS VEGAS NV)
IA
Issued 03/09/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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