Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivana? Claim Your ProfileIvana Katherine McNeill is an investment advisor representative registered with Wells Fargo Advisors Financial Network, LLC. Ivana has been in the industry since October 18, 2017 and holds Series 66, Series 7, and SIE licenses. She is a Certified Financial Planner and specializes in providing investment consulting services to institutional clients. Ivana is registered in 48 states and the District of Columbia. In addition to her work with Wells Fargo Advisors Financial Network, LLC, she also owns and operates Riverfront Wealth IM LLC.
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.
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VA
05/17/2024 - Present
Wells Fargo Advisors Financial Network, LLC (ALEXANDRIA VA)
VA
10/19/2017 - 05/17/2024
WELLS FARGO CLEARING SERVICES, LLC (ALEXANDRIA VA)
BOTH
Issued 11/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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