ADVISOR BIO

Ivan Breger is a financial professional with over 35 years of experience in the industry. Ivan is currently registered with LPL Financial LLC, where they have been active since 2017. Prior to LPL Financial LLC, Ivan was with NATIONAL PLANNING CORPORATION, ROYAL ALLIANCE ASSOCIATES, INC., TRIPLE CHECK FINANCIAL SERVICES, INC., and SENTRA SECURITIES CORPORATION. Ivan holds Series 7 and SIE licenses. Ivan is registered in California and Colorado.

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ADVISOR BIO

Ivan Tidwell is a Certified Financial Planner and a Registered Investment Advisor with Tidwell Wealth Management LLC. Ivan has been in the financial services industry since 2013. Ivan is also a member of SROP II, LLC, a non-investment related business. Tidwell Wealth Management LLC provides investment advisory services to individuals and pension plans. The firm's compensation arrangements include a percentage of assets.

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ADVISOR BIO

Ivan Flores is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Ivan has been in the securities industry since December 2017. Ivan is registered in 53 states and holds the Series 7, 9, 10, 66 licenses. Ivan works at the Newport Beach, CA branch of Merrill Lynch.

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ADVISOR BIO

Ivan Ji Cen is a financial advisor at Cetera Investment Advisers LLC, a firm with a national reach. Ivan has been in the financial services industry since 2008 and has a strong track record of providing financial advice to individuals and families. Ivan is licensed to provide investment advice in Arizona, California and New York and has passed the Series 7, Series 66 and SIE exams. Ivan is committed to helping clients reach their financial goals and has a deep understanding of investment strategies and financial planning.

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ADVISOR BIO

Ivan Smirnou is a registered investment advisor representative with Charles Schwab & CO., Inc. in Oakland, California. Ivan has been in the securities industry since November 6, 2017. Ivan holds the Series 63, 66, and 7 licenses as well as the SIE exam.

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ADVISOR BIO

Ivan Yang is a financial advisor at Morgan Stanley. Ivan has been working in the financial services industry since 2023 and has passed the Series 7TO, Series 66 and SIE exams. Ivan Yang is registered to provide investment advice in 53 states, Puerto Rico and the Virgin Islands.

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ADVISOR BIO

Ivan Mercer is a financial advisor who has been in the industry since 2012. Ivan is currently registered with Park Avenue Securities LLC and holds licenses in Arizona, California, Colorado, Florida, New York, Oregon, Pennsylvania, Texas and Utah. Ivan has a wide range of experience in the financial services industry, including providing financial planning, portfolio management, educational seminars and selection of other advisors. Ivan has experience working with high-net-worth individuals, corporations and other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.

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ADVISOR BIO

Ivan Goldstein has over 30 years of experience in the financial services industry. Ivan is a registered representative with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Previously, Ivan was a registered representative with Prudential Securities Incorporated from October 1994 to July 2003. Ivan holds the Series 3, 7 and 63 licenses. Ivan provides investment consulting services to institutional clients. Ivan Goldstein has a strong track record of success in helping clients reach their financial goals.

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ADVISOR BIO

Ivan Aniciete Rodriguez is a financial advisor with Charles Schwab & CO., Inc., located in San Francisco, California. Ivan has been in the financial industry since March 31, 2012. Previously, Ivan was with LPL FINANCIAL LLC. Ivan is registered with the state of California to provide both Broker-Dealer and Investment Advisor services. Ivan has a Series 66, Series 3, Series 7, and Series 99TO licenses. Ivan specializes in portfolio management for individuals and providing financial planning advice. Ivan is a financial advisor who has a history of success in helping clients reach their financial goals.

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ADVISOR BIO

Ivan Sommadosi Wilton is a financial advisor with Wells Fargo Clearing Services, LLC. Ivan has been in the financial services industry since March 2007. Ivan is registered with FINRA as a registered representative and with the states of Alabama, Arizona, California, Hawaii, Idaho, Minnesota, Nevada, Texas and Virginia. Ivan has passed the Series 7, Series 66 and SIE exams. Ivan is also registered as an investment advisor representative in California and Texas. Ivan provides a variety of financial services to individuals and businesses.

SPECIALIZATIONS