Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Voin is a financial professional with over 6 years of experience in the financial services industry. Ivan is a registered representative with Wells Fargo Clearing Services, LLC. Previously, Ivan worked as a financial advisor at E*TRADE SECURITIES LLC and SUNTRUST ROBINSON HUMPHREY, INC.. Ivan holds multiple licenses and certifications including the Series 7, Series 63, Series 3, Series 24 and the SIE exam. Ivan is dedicated to helping clients 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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
08/07/2023 - Present
Wells Fargo Clearing Services, LLC (CHARLOTTE NC)
GA
01/01/2021 - 12/22/2022
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
09/28/2018 - 12/16/2019
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
GA
05/01/2015 - 06/27/2018
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 06/18/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2017
Series 3 - National Commodity Futures Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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