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IVANA LOTOSHYNSKI
IVANA P. LOTOSHYNSKI
CRD#: 4397869
IA
B
NEXT FINANCIAL GROUP, INC.CRD#: 46214 250 PASSAIC AVE, STE 230
FAIRFIELD, NJ 07004
FAIRFIELD, NJ 07004
0
Disclosures
23
Years of Experience
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State Registrations
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Florida 1/5/2023
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New York 4/27/2012
B
Massachusetts 11/22/2019
B
North Carolina 3/28/2014
B
New Jersey 4/27/2012
B
Pennsylvania 3/14/2024
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New Jersey 4/27/2012
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South Carolina 11/22/2019
SRO Registrations
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View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 4/27/2012
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Registered with this firm since 4/27/2012
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 03/21/2011 - 05/15/2012 | BERKELEY HEIGHTS, NJ | |
B | 10/06/2008 - 05/15/2012 | BERKELEY HEIGHTS, NJ | |
B | 07/01/2008 - 10/07/2008 | WEST PETERSON, NJ | |
B | 04/29/2005 - 07/01/2008 | NEWARK, NJ | |
B | 05/18/2004 - 05/03/2005 | MELVILLE, NY | |
B | 10/02/2003 - 06/02/2004 | APPLETON, WI | |
B | 01/24/2002 - 09/30/2003 | NAPA, CA | |
B | 05/22/2001 - 01/10/2002 | BROOKLYN, NY |
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.