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Ivett M

Series 66

Delkab, IL

Raymond James Financial

Ivett Mc Han Frank is a financial advisor at Raymond James Financial with one year of industry experience. She holds a Series 66 designation and has worked with several financial institutions, including First National Bank of Omaha and First Investments and Planning. Outside of advisory work, she serves as an advisor assistant in a support role at a company in DeKalb, IL. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by risk profiling and analytical tools, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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