Ivanna J. Berrio Paeva
Professional summary
Ivanna Jhonovna Berrio Paeva, who also goes by IVanna Jhonovna Berrio, is a registered financial advisor currently at TICINO WEALTH located in Mission Viejo, California.
Ivanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ivanna has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ivanna Jhonovna Berrio Paeva's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2025 - Present
TICINO WEALTH
Office #1: 27201 Puerta Real Suite #410, Mission Viejo, CA 92691October 23, 2020 - September 30, 2025
WELLS FARGO CLEARING SERVICES, LLC
July 10, 2020 - September 30, 2025
WELLS FARGO CLEARING SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2025)
Exams
Series 7TO
Date: 7/10/2020
General Securities Representative ExaminationCurrent Firm
TICINO WEALTH
CRD#: 335808 / SEC#: 801-133742
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 772 |
| AUM (Assets Under Management) | $ 395,156,403 |
Red Flags
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