ADVISOR BIO

Ivan Carlos Potje is a financial advisor with over 20 years of experience in the industry. Ivan is registered with Prudential Annuities Distributors, Inc. Ivan has Series 6, 7, 26, 63, and 65 licenses and is currently registered in Connecticut and North Carolina. Ivan has a strong background in the financial services industry. His previous experience includes working for Skanda Securities Americas, Inc. and American Skanda Marketing, Inc. Ivan's areas of expertise include investments, retirement planning, and insurance.

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ADVISOR BIO

Ivan Shiffman is a financial advisor with Edward Jones. Ivan has been in the financial industry for over 10 years. Ivan is registered with the state of Connecticut and has a Series 7, 66 and SIE. Ivan has experience with a variety of clients, including individuals, families, businesses, and retirement plans. Ivan focuses on helping clients reach their financial goals through personalized financial planning and investment management.

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ADVISOR BIO

Ivan Dolgins is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ivan has over 50 years of experience in the financial services industry. Ivan has passed the Series 1, 4, 7TO, 40, 63, and 65 exams, as well as the SIE. Ivan is registered to provide investment advice in 52 states and the District of Columbia, as well as Puerto Rico. In addition to his role at Merrill Lynch, Ivan is also an Advisory Board Member of the De Witt Clinton Scholarship & Student Aid Fund.

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ADVISOR BIO

Ivan Chan is a financial professional with experience in the industry. Ivan holds the Series 99 and SIE licenses. Ivan is currently registered with Jefferies LLC. Ivan’s professional experience began on July 25, 2012. The most recent registration began on July 26, 2012.

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ADVISOR BIO

Ivan Camponogara is a financial advisor registered with AQR Investments, LLC, a firm based in Greenwich, Connecticut. Ivan has been in the financial industry since October 8, 2021. Ivan is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 3, Series 7TO, and Series 63 licenses. Ivan is also registered in 51 states.

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ADVISOR BIO

Ivan Chernyavskiy is a registered representative with C&C Trading LLC in Greenwich, CT. Ivan has been in the securities industry since September 23, 2009, and has passed the Series 7, Series 57TO and SIE exams.

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ADVISOR BIO

Ivana Marie Spacek is a financial advisor with over 27 years of experience. Ivana is registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has held licenses in multiple states. Ivana provides financial advisory services for various types of clients including businesses, high-net-worth individuals, insurance companies, pension and profit sharing plans, and charitable organizations.

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ADVISOR BIO

Ivana Polini is a financial professional with over 5 years of experience in the industry. Ivana has a Series 66, Series 7 and SIE licenses. Ivana is currently registered with Foreside Fund Services, LLC in Stamford, CT. Prior to joining Foreside, Ivana was registered with UBS Financial Services Inc. in Coral Gables, FL. Ivana is registered to provide securities-related advice and services in 52 states and territories.

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ADVISOR BIO

Ivonne Marie Trevitazzo is a financial professional with over 10 years of experience in the industry. Ivonne is currently registered with PFS Investments Inc. in Connecticut. Ivonne is a Series 6, Series 26, and Series 63 licensed professional. Ivonne specializes in portfolio management for individuals.

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ADVISOR BIO

Ivy Monique Alexander is a registered investment advisor representative with RZH Advisors LLC in Stamford, CT. Ivy has been in the financial services industry since February 2013. She is a Series 63 and Series 65 licensed professional. Ivy has previously worked at T. Rowe Price Investment Services, Inc. in Owings Mills, MD, and WBH Advisory, Inc. in Baltimore, MD. Ivy specializes in providing financial planning services, portfolio management for individuals, and selection of other advisers.

SPECIALIZATIONS