Ivana Musa
Also appears in the source record as: Ivana Gavran; Ivana Mazar
Registration & licensing
As recorded in SEC IAPD / FINRA BrokerCheck
- Broker-dealer registration
- Active
- Investment adviser registration
- Active
- Exams passed (4)
- Series 66Series 63SIESeries 7
- Registered states (8)
- Florida · Michigan · New York · North Carolina · Ohio · Pennsylvania · South Carolina · Texas
- Years in the industry (source record)
- 20
- Professional designations
- Not yet retrieved from the source record
Disclosures
Copied from the official record
No disclosure events are flagged in the source record as of Aug 20, 2026.
This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.
Current firm
From the firm record
- Firm
- Fidelity Brokerage Services LLC
- Firm CRD
- 7784
- SEC number
- Not yet retrieved from the source record
- Assets under management
- Not yet retrieved from the source record
- Website
- Not yet retrieved from the source record
- Phone
- Not yet retrieved from the source record
- Firm location
- Not yet retrieved from the source record
Employment history (14)
From the source registration record · current first
-
Mar 31, 2025 → present
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Nov 4, 2022 → present
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start not retrieved → present
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Fidelity Personal And Workplace AdvisorsIA capacityNov 14, 2022 → Mar 31, 2025
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Equitable Advisors, LLCBD capacityOct 14, 2021 → Sep 29, 2022
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Equitable Advisors, LLCIA capacityOct 14, 2021 → Sep 29, 2022
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Principal Securities, Inc.BD capacityAug 23, 2018 → Sep 15, 2021
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Principal Securities, Inc.IA capacityAug 23, 2018 → Sep 15, 2021
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Adviseme National AdvisorsIA capacityApr 19, 2013 → Aug 10, 2018
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Independent Financial Group, LLCBD capacityAug 1, 2014 → Aug 6, 2018
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Independent Financial Group, LLCIA capacityAug 1, 2014 → Aug 6, 2018
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Financial Telesis IncBD capacityJun 28, 2012 → Jul 28, 2014
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Strategic Advisers, Inc.IA capacityJun 30, 2009 → Jun 5, 2012
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Fidelity Brokerage Services LLCBD capacityMar 28, 2006 → Jun 4, 2012
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
Data compiled Aug 20, 2026. Source: IAPD_SEARCH. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.