IP
Iva Prcela
NORTHCOAST RESEARCH PARTNERS
Cleveland, OH 44114
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CRD#: 7976295
IP
Professional summary
Iva Prcela is a registered financial professional currently at NORTHCOAST RESEARCH PARTNERS, LLC located in Cleveland, Ohio.
Iva is registered as a RR (Registered Representative) and started their career in finance in 2025. Iva has worked at 1 firm and has passed the Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
Other business activities
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.
CRS (Client Relationship Summary) - BD
Click below to view Iva Prcela's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 14, 2025 - Present
NORTHCOAST RESEARCH PARTNERS, LLC
Office #1: 1301 East Ninth Street 15th Floor, Cleveland, OH 44114RIA
BD
CRD#: 149109
Cleveland, OH
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
General Industry/Product Exam
RR
Series 7TO
Date: 3/14/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
NR
NORTHCOAST RESEARCH PARTNERS, LLC
CONTINUUM RESEARCH PARTNERS, LLC | NORTHCOAST RESEARCH PARTNERS, LLC
CRD#: 149109 / SEC#: , 8-68115
Ohio
Registered Investment Advisory firm - SEC (6/23/2023 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Chicago district office)
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Contact information
Main Address
1301 East Ninth Street 15th Floor, Cleveland, OH 44114
Mailing Address
1301 East Ninth Street 15th Floor, Cleveland, OH 44114
Phone number
(216) 468-6950
Established
Ohio since 10/29/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
32
FINRA licenses (21 States and Territories)
Documents
Red Flags
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