Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivana? Claim Your ProfileIvana Polini is a financial professional with over 5 years of experience in the industry. Ivana has a Series 66, Series 7 and SIE licenses. Ivana is currently registered with Foreside Fund Services, LLC in Stamford, CT. Prior to joining Foreside, Ivana was registered with UBS Financial Services Inc. in Coral Gables, FL. Ivana is registered to provide securities-related advice and services in 52 states and territories.
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.
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CT
04/19/2022 - Present
Foreside Fund Services, LLC (Stamford CT)
FL
12/23/2016 - 03/25/2022
UBS FINANCIAL SERVICES INC. (CoralGables FL)
BOTH
Issued 12/13/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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