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Detailed Report
INNA RIVILIS
INNA A. NOVYTSKA, INNA A. RIVILIS, inna rivilis
CRD#: 5446775
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Investment Adviser
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Previous Broker
SUNFLOWER FINANCIAL PLANNING, LLCCRD#: 329654 WINDHAM, NH
Registration History
2008201020122014201620182020202220242026IASUNFLOWER FINANCIAL PLANNING, LLC (CRD# 329654)2024 - Present (1 year)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2016 - 2024 (7 years)BNATIONAL FINANCIAL SERVICES LLC (CRD# 13041)2017 - 2021 (3 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2021 - 2024 (2 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2021 - 2021 (<1 year)IATHE HARBOR GROUP, INC. (CRD# 105637)2012 - 2015 (3 years)IACALIBRE ADVISORY SERVICES INC. (CRD# 133333)2007 - 2010 (2 years)
License(s)

State Registrations

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New Hampshire 3/4/2024
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Texas 12/2/2024
Current Registration(s)
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SUNFLOWER FINANCIAL PLANNING, LLC (CRD#:329654)
WINDHAM, NH
Registered with this firm since 3/4/2024
Previous Registration(s)
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 07/30/2021 - 02/21/2024 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) MERRIMACK, NH
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 05/12/2016 - 02/21/2024 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) MERRIMACK, NH
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 04/27/2021 - 05/14/2021 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) MERRIMACK, NH
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 09/07/2017 - 04/28/2021 NATIONAL FINANCIAL SERVICES LLC (CRD#:13041) BOSTON, MA
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 07/10/2012 - 11/20/2015 THE HARBOR GROUP, INC. (CRD#:105637) BEDFORD, NH
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 11/23/2007 - 10/15/2010 CALIBRE ADVISORY SERVICES INC. (CRD#:133333) WALTHAM, MA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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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.
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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
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.