Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivaylo? Claim Your ProfileIvaylo Linev is a financial advisor currently registered with Franklin Distributors, LLC. Ivaylo has been in the financial industry since 2009 and has a Series 7 and Series 66 license as well as the SIE exam. Prior to joining Franklin Distributors, LLC, Ivaylo has held positions at Morgan Stanley Smith Barney, Morgan Stanley & Co. Incorporated, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Ivaylo is currently registered in California.
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
NY
05/29/2013 - Present
Franklin Distributors, LLC (New York NY)
NY
06/01/2009 - 09/01/2009
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
08/22/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
02/16/2006 - 07/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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