Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivanna? Claim Your ProfileIvanna Pyzhova is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., located in Northbrook, Illinois. Ivanna has been in the financial services industry since 2014 and has experience with Wells Fargo Clearing Services, LLC, Morgan Stanley, and Wells Fargo Advisors, LLC. Ivanna has passed the Series 7 and Series 66 exams and is licensed to sell securities in Arizona, California, Florida, Illinois, Indiana, Iowa, Kentucky, Massachusetts, Michigan, Minnesota, Missouri, Nevada, South Dakota, Texas, and Wisconsin. Ivanna's specializations include asset allocation, portfolio management, financial planning, and retirement planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
08/17/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NORTHBROOK IL)
IL
07/30/2019 - 08/01/2023
WELLS FARGO CLEARING SERVICES, LLC (DEERFIELD IL)
IL
12/08/2014 - 07/31/2019
MORGAN STANLEY (DEERFIELD IL)
IL
06/17/2014 - 12/09/2014
WELLS FARGO ADVISORS, LLC (DEERFIELD IL)
BOTH
Issued 10/18/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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