Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivana? Claim Your ProfileIvana Lotoshynski is a financial advisor with over 20 years of experience in the industry. Ivana is currently registered with Next Financial Group, Inc. in New Jersey. Ivana specializes in providing financial planning and investment advisory services for individuals and businesses. She also holds the Certified Financial Planner designation. Prior to joining Next Financial Group, Inc., Ivana worked for several other firms, including Investment Professionals, Inc., LPL Financial Corporation, Invest Financial Corporation, NFB Investment Services Corp., Essex National Securities, Inc. and Dime Securities, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Seminar/workshop attendance fees
1
2
NJ
04/27/2012 - Present
Next Financial Group, Inc. (FAIRFIELD NJ)
NJ
10/06/2008 - 05/15/2012
INVESTMENT PROFESSIONALS, INC. (BERKELEY HEIGHTS NJ)
NJ
07/01/2008 - 10/07/2008
LPL FINANCIAL CORPORATION (WEST PETERSON NJ)
NJ
04/29/2005 - 07/01/2008
INVEST FINANCIAL CORPORATION (NEWARK NJ)
NY
05/18/2004 - 05/03/2005
NFB INVESTMENT SERVICES CORP. (MELVILLE NY)
WI
10/02/2003 - 06/02/2004
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
01/24/2002 - 09/30/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
05/22/2001 - 01/10/2002
DIME SECURITIES, INC. (BROOKLYN NY)
BOTH
Issued 03/18/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/21/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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