Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Tarasenko is an investment advisor representative with Florida Financial Advisors, LLC and has been in the industry since 2019. Ivan is currently registered with the state of Florida and Texas. Ivan holds a Series 65 license and the SIE exam. Ivan is a Financial Consultant with Florida Financial Advisors, LLC. Ivan is also a Registered Representative with Trinity Wealth Securities, LLC. Ivan also works as an Uber Driver and has worked as a DoorDash driver in the past. Ivan has experience working with high net worth individuals as well as individuals other than high net worth. Florida Financial Advisors, LLC offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has over 1300 clients and manages over $199 million in assets.
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.
A percentage of the total value of assets under management is charged.
2% of net worth or assets for financial planning clients
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FL
08/20/2024 - Present
Florida Financial Advisors, LLC (Jacksonville FL)
IA
Issued 05/17/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
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