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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivanhoe? Claim Your ProfileIvanhoe Vincent Ffriend is a financial advisor with Cetera Investment Advisers LLC. Ivanhoe has been in the financial services industry since 1982 and holds a Series 6, 7, 24 and SIE. Ivanhoe has been registered with the state of New York since 2019, and has been registered with the state of Illinois since 2023. In addition to the Cetera Investment Advisers LLC, Ivanhoe has also been registered with the state of New York since 2019. Ivanhoe has experience working with high-net-worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high-net-worth. Ivanhoe offers financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (New Rochelle NY)
NY
05/27/2008 - 02/01/2019
NORTH RIDGE SECURITIES CORP. (New Rochelle NY)
NY
07/16/1998 - 07/02/2008
RNR SECURITIES, L.L.C. (EAST MEADOW NY)
NY
04/19/2006 - 05/28/2008
BASIC INVESTORS INC. (EAST MEADOW NY)
GA
01/15/2003 - 04/13/2006
J.P. TURNER & COMPANY, L.L.C. (ATLANTA GA)
PA
09/22/1998 - 01/21/2003
FIRST SECURITY INVESTMENTS, INC. (KINGSTON PA)
NY
01/16/1998 - 06/05/1998
WISE CHOICE DISCOUNT BROKERAGE, INC. (NEW YORK NY)
FL
08/24/1990 - 10/02/1997
INVESTACORP, INC. (MIAMI FL)
NY
09/26/1985 - 08/30/1990
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
GA
01/27/1982 - 10/28/1985
AMERICAN CAPITAL FINANCIAL SERVICES, INC. (ATLANTA GA)
BC
Issued 07/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/1984
Series 7 - General Securities Representative Examination
BC
Issued 01/18/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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