Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivan? Claim Your ProfileIvan Zagar is an active advisor with W&S Brokerage Services, Inc., located in Sheffield Village, OH. Ivan has been in the financial services industry since January 26, 2005 and holds a Series 63, SIE and Series 6 license. The firm specializes in offering portfolio management for individuals and selection of other advisors. Ivan is registered in Ohio. Ivan has experience with NYLIFE SECURITIES LLC and has provided financial services for individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
04/03/2020 - Present
W&S Brokerage Services, Inc. (SHEFFIELD VILLAGE OH)
OH
01/10/2005 - 03/17/2020
NYLIFE SECURITIES LLC (LORAIN OH)
BC
Issued 05/04/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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