Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivaylo? Claim Your ProfileIvaylo Iliev is a financial professional with over 20 years of experience in the industry. Ivaylo is currently registered with Janney Montgomery Scott LLC and has been with the firm since March 4, 2024. Prior to that, Ivaylo held positions with FRANKLIN DISTRIBUTORS, LLC and LEGG MASON INVESTORS SERVICES, LLC. Ivaylo has a broad range of experience in the financial services industry, including investment management, financial planning, and portfolio management. Ivaylo is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals. Ivaylo is licensed to provide securities and investment advisory services in all 50 states.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
NY
03/04/2024 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
NY
02/01/2006 - 10/10/2023
FRANKLIN DISTRIBUTORS, LLC (NEW YORK NY)
CA
12/01/2005 - 12/20/2005
LEGG MASON INVESTORS SERVICES, LLC (SAN MATEO CA)
NY
08/22/2002 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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