Ivan UszticsCRD Number: 5294993
Current Firm: Cambridge Investment Research Advisors, Inc.
Ivan Usztics (CRD# 5294993) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Boca Raton, FL and has over 9 years of experience in the finance industry.
Northstar Financial Planners, Inc.
Fin-est Investment Advisors, LLC
Tobias Financial Advisors
|Cambridge Investment Research Inc.||Fairfield, IA||Mar 2014 - Current||2|
|Cambridge Investment Research Advisors Inc.||Fairfield, IA||Mar 2014 - Current||2|
|Carpe Diem Financial||Boca Raton, FL||Jan 2013 - Mar 2014||1|
|Seven||Boca Raton, FL||Jan 2013 - Mar 2014||1|
|Ing Financial Partners, Inc.||Boca Raton, FL||May 2011 - Mar 2014||2|
|Unemployed||Deerfield Beach, FL||Feb 2011 - May 2011||< 1|
|Merrill Lynch||Boca Raton, FL||Sep 2009 - Feb 2011||1|
|Merrill Lynch Pierce Fenner & Smith Inc.||Palm Beach, FL||Jan 2009 - Feb 2011||2|
|Merrill Lynch||Palm Beach, FL||Jan 2009 - Feb 2009||< 1|
|Unemployed||Palm Beach Gardens, FL||Nov 2008 - Jan 2009||< 1|
|Citigroup Global Markets Inc.||Camp Hill, PA||Feb 2007 - Nov 2008||1|
|Salomon Smith Barney||Camp Hill, PA||Feb 2007 - Nov 2008||1|
|Smith Barney||Camp Hill, PA||Feb 2007 - Nov 2008||1|
|Unemployed||Dauphin, PA||Oct 2006 - Jan 2007||< 1|
|Keystone Financial||Moosic, PA||Jul 2006 - Oct 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Market timing services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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