Unclaimed
Ivy Pruisman is a financial advisor at Empower Advisory Group, LLC with over 2 years of experience in the financial services industry. Ivy is a Series 66 licensed representative and holds Series 6TO, 7TO, and SIE certifications. Ivy is registered to provide investment advice in 52 states and the District of Columbia. Ivy has a background in baking and has owned and operated her own cupcake business, Cupcakes By Ivy, since 2012. Ivy is also a graduate of the University of Northern Iowa. Ivy is dedicated to providing her clients with personalized financial advice and guidance.
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.
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
CO
01/30/2025 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
IA
02/28/2020 - 01/18/2022
SECURITIES AMERICA, INC. (MASON CITY IA)
BOTH
Issued 05/08/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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