Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iviana? Claim Your ProfileIviana Hornedo is a registered representative of Fidelity Personal and Workplace Advisors. Iviana has been in the securities industry for over 14 years and has been registered with Fidelity Personal and Workplace Advisors since July 2022. Before that, Iviana was employed by Raymond James & Associates Inc., SunTrust Investment Services, Inc., Morgan Stanley, Morgan Stanley Private Bank, N.A., and Alight Financial Advisors. Iviana holds the Series 7, Series 63 and Series 66 licenses. Iviana is registered to offer securities in all 50 states and the District of Columbia. Iviana's clients include individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Iviana offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
1
2
FL
04/10/2023 - Present
Fidelity Personal AND Workplace Advisors (TAMPA FL)
IL
04/24/2020 - 04/19/2022
ALIGHT FINANCIAL SOLUTIONS, LLC (CHICAGO IL)
FL
07/16/2018 - 03/19/2020
MORGAN STANLEY (TAMPA FL)
FL
08/05/2016 - 03/08/2018
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
FL
11/28/2013 - 08/12/2016
RAYMOND JAMES & ASSOCIATES, INC. (TAMPA FL)
FL
08/22/2000 - 07/07/2006
CITIGROUP GLOBAL MARKETS INC. (TAMPA FL)
BOTH
Issued 03/27/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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