Unclaimed
Ivana Knezevic is a financial advisor with Pimco Investments LLC, and has been in the industry since 2006. Ivana has worked for several firms, including Morgan Stanley Smith Barney and Citigroup Global Markets Inc., and holds Series 7, Series 66, and SIE licenses. She has been registered in all 50 states and the District of Columbia.
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.
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.
1
2
NY
03/01/2011 - Present
Pimco Investments LLC (NEW YORK NY)
NY
06/01/2009 - 02/28/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
05/23/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BOTH
Issued 03/05/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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