Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivana? Claim Your ProfileIvana Vidal is a financial professional with experience in the industry since 2019. Currently, Ivana is registered with Davis Distributors, LLC and holds a Series 6, Series 26, Series 63, and SIE licenses. Ivana has also been previously registered with PFS INVESTMENTS INC. and is licensed in Arizona.
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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2
AZ
06/29/2021 - Present
Davis Distributors, LLC (TUCSON AZ)
AZ
06/26/2018 - 12/31/2019
PFS INVESTMENTS INC. (TUCSON AZ)
BC
Issued 09/24/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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