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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ivy? Claim Your ProfileIvy Hope Menchel is a financial advisor with Commonwealth Financial Network. Ivy has been in the financial industry since 1993 and has experience working with a variety of clients, including individuals, families, and businesses. Ivy specializes in providing financial planning, investment management, and retirement planning services. Ivy has a strong commitment to helping her clients achieve their financial goals.
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.
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NY
05/31/2024 - Present
Commonwealth Financial Network (New York NY)
NY
08/03/2021 - 06/06/2024
EQUITABLE ADVISORS, LLC (NEW YORK NY)
NY
02/15/2005 - 08/03/2021
LINCOLN FINANCIAL ADVISORS CORPORATION (NEW YORK NY)
IN
02/15/2005 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IL
06/09/2003 - 11/10/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/09/1998 - 06/09/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/08/1993 - 11/10/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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