Years of Experience
5-20+ Years
BOCA RATON, FL
1 Years Experience
0 Disclosures
ADVISOR BIO
Iuliia Watson is a financial advisor at Wells Fargo Clearing Services, LLC. Iuliia is registered with FINRA and holds Series 63, 6TO, and SIE licenses. Iuliia has been in the financial services industry since March 2024.
SPECIALIZATIONS
BOCA RATON, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Usztics is a financial advisor at Cambridge Investment Research Advisors, Inc. Ivan has been working in the financial industry since 2007. Ivan has held positions with ING FINANCIAL PARTNERS, INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and CITIGROUP GLOBAL MARKETS INC. Ivan specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Ivan is registered to offer investment advice in Florida and Pennsylvania.
SPECIALIZATIONS
Maitland, FL
29 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Valdes is a registered representative with MML Investors Services, LLC. Ivan has been in the industry since April 1996 and is licensed in several states. Ivan is registered with FINRA and the state of Florida. Ivan specializes in providing financial planning, pension consulting, educational seminars, and asset allocation programs.
SPECIALIZATIONS
BOCA RATON, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Avelino Iglesias is a financial advisor with Wells Fargo Clearing Services, LLC. Ivan has been working in the financial industry since 2008, and holds Series 6, 7, 63, and 65 licenses. Ivan is registered in Florida and California. The Wells Fargo Clearing Services, LLC firm manages over $500 billion in assets for a wide range of clients, including individuals, corporations, and institutions. Ivan Avelino Iglesias's areas of specialization include: Portfolio management for individuals, businesses, and investment companies.
SPECIALIZATIONS
Jacksonville, FL
0 Disclosures
ADVISOR BIO
Ivan Tarasenko is an investment advisor representative with Florida Financial Advisors, LLC and has been in the industry since 2019. Ivan is currently registered with the state of Florida and Texas. Ivan holds a Series 65 license and the SIE exam. Ivan is a Financial Consultant with Florida Financial Advisors, LLC. Ivan is also a Registered Representative with Trinity Wealth Securities, LLC. Ivan also works as an Uber Driver and has worked as a DoorDash driver in the past. Ivan has experience working with high net worth individuals as well as individuals other than high net worth. Florida Financial Advisors, LLC offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. The firm has over 1300 clients and manages over $199 million in assets.
SPECIALIZATIONS
Milton, FL
0 Disclosures
ADVISOR BIO
Ivan Delabruere is an investment advisor representative with Knights Of Columbus Asset Advisors Llc, based in Milton, FL. Ivan Delabruere has been in the industry since June 2010. Ivan Delabruere is registered with the state of Florida. Ivan Delabruere specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Ivan Delabruere is also a licensed insurance agent for Knights of Columbus Insurance. Ivan Delabruere's firm, Knights Of Columbus Asset Advisors Llc, is a registered investment advisor with the SEC and manages over $27 billion in assets.
SPECIALIZATIONS
BAY HARBOR ISLANDS, FL
2 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Acimovic is an investment advisor representative associated with Merrill Lynch, Pierce, Fenner & Smith Inc. Ivan has been in the industry since October 2022. Ivan has passed the General Securities Representative Examination, Securities Industry Essentials Examination, and the Uniform Combined State Law Examination. Ivan specializes in investments for individuals, corporations, and pension plans. Ivan's primary office location is in Bay Harbor Islands, Florida.
SPECIALIZATIONS
TAMPA, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Wirbiezcas is a financial professional with over a decade of experience in the industry. Ivan is currently registered with Equitable Advisors, LLC as a Registered Representative, and previously worked for MML Investors Services, LLC and NYLIFE Securities LLC. Ivan holds the Series 6, 7, 24, and 63 licenses and the SIE exam. Ivan specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Ivan is dedicated to providing personalized financial guidance to help clients achieve their financial goals.
SPECIALIZATIONS
Tampa, FL
3 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Gonzalez is a financial advisor with Morgan Stanley. Ivan has been in the financial services industry for 1 year and has a Series 63, Series 65 and Series 7TO licenses. Ivan is registered to provide securities and investment advisory services in 53 states and the District of Columbia. Ivan previously worked at E*TRADE Securities LLC.
SPECIALIZATIONS
ST. PETERSBURG, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
Ivan Kozarev is a financial professional with experience in the industry since 2014. Ivan is currently registered with Raymond James & Associates, Inc. and has held previous positions with firms including THE HUNTINGTON INVESTMENT COMPANY, J.P. MORGAN SECURITIES LLC, and MORGAN STANLEY. Ivan holds the Series 99 and SIE licenses.
SPECIALIZATIONS