Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivannia? Claim Your ProfileIvannia Cuevas is a financial professional with over 7 years of experience in the financial services industry. Ivannia is currently registered with Fidelity Brokerage Services LLC and has previously worked at Pensionmark Securities, LLC and LPL Financial LLC. Ivannia is a Series 6 and Series 63 licensed representative and has passed the SIE exam.
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
NC
11/21/2022 - Present
Fidelity Brokerage Services LLC (DURHAM NC)
CA
08/01/2018 - 09/06/2022
PENSIONMARK SECURITIES, LLC (San Mateo CA)
CA
06/08/2015 - 07/09/2018
LPL FINANCIAL LLC (SAN MATEO CA)
BC
Issued 10/08/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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