Ivan Dario Arias
Professional Summary
Ivan Dario Arias, who also goes by IVan Arias, Ivan Dario Arias Machado, is a registered financial advisor currently at PORTFOLIO RESOURCES GROUP, INC.. Ivan is registered as a RR (Registered Representative) and started their career in finance in 2006. Ivan has worked at 2 firms.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Ivan Arias, Ivan Dario Arias Machado
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
11 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PORTFOLIO RESOURCES GROUP, INC.
Contact Information
Main Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146Mailing Address
4000 Ponce De Leon Blvd Suite 670, Coral Gables, FL 33146Phone Number
(305) 372-0299Established
Florida since 11/18/1992Firm Type
CorporationFiscal Year End
DecemberFirm Size
SmallFINRA licenses (26 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| CAMEJO, ANTONIO NMN | SHAREHOLDER/DIRECTOR, PRESIDENT & CEO, CCO, GENERAL PRINCIPAL, MUNICIPAL PRINCIPAL | 1654246 |
| INVERSIONES SOSABAS | SHAREHOLDER | — |
| MARAVER, JOSE MANUEL | SHAREHOLDER/DIRECTOR | 2307685 |
| BAQUERO DE JIMENEZ, NANCY JOSEFINA | FINOP, PFO, POO | 5583492 |
| SOSA, JUAN IGNACIO | DIRECTOR, COO, GENERAL PRINCIPAL, AML OFFICER, VA PRINCIPAL | 2599288 |
| VACA, MONICA TERESA | OPTIONS PRINCIPAL | 2135645 |
Disclosures
Regulatory Event
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Ivan Dario Arias's CRS (Customer Relationship Summary).
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