Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivi? Claim Your ProfileIvi Nwosu is a registered investment advisor representative with Fidelity Personal And Workplace Advisors. Ivi is registered with the state of Massachusetts and has been in the securities industry since 2006. Ivi provides financial planning, educational seminars and portfolio management services to individuals, high-net-worth individuals, businesses, and pension and profit-sharing plans. Ivi is also a licensed real estate agent.
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.
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
RI
01/09/2024 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
07/28/2006 - 11/15/2007
METLIFE SECURITIES INC. (HINGHAM MA)
MA
07/28/2006 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (HINGHAM MA)
BOTH
Issued 12/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/16/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/09/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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