Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivo? Claim Your ProfileIvo Vassilev Ivanov is a registered investment advisor representative currently affiliated with Geowealth Management LLC. Ivo Ivanov has 20 years of experience in the industry. He is a Registered Representative in Missouri and Texas and is registered with the Securities and Exchange Commission (SEC) as an Investment Advisor Representative. Ivo Ivanov has a wide range of experience in the financial services industry. His prior experience includes working at TD Ameritrade, Inc., Ameritrade, Inc., and Bear, Stearns & Co. Inc. Ivo Ivanov has also passed several professional examinations, including the Series 66, Series 24, and Series 7 exams. Ivo Ivanov provides a variety of investment advisory services to his clients. These services include portfolio management for individuals and businesses, as well as educational seminars and the publication of periodicals. Ivo Ivanov specializes in providing investment advice to high-net-worth individuals, corporations, and charitable organizations. Ivo Ivanov's firm, Geowealth Management LLC, is a registered investment advisor with the SEC. The firm manages over $12 billion in assets for its clients. Ivo Ivanov has a strong track record of success in the financial services industry. He is a highly qualified and experienced investment advisor representative.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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IL
05/24/2013 - Present
Geowealth Management LLC (CHICAGO IL)
NJ
04/22/2006 - 01/06/2011
TD AMERITRADE, INC. (JERSEY CITY NJ)
NE
11/12/2003 - 04/22/2006
AMERITRADE, INC. (OMAHA NE)
NY
02/15/2002 - 05/14/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BOTH
Issued 05/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/17/2010
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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