Ivan Rafael Pelegrina

Current Employers

Employment History

• 12/2009 → 04/2024
  Ubs Financial Services Inc
  Guaynabo, PR
• 04/2024 → Present
  Raymond James Financial Services, Inc
  Guaynabo, PR
• 04/2024 → Present
  Raymond James Financial Services Advisors, Inc.
  Guaynabo, PR
• 12/2009 → 07/2021
  Ubs Financial Services Incorporated Of Puerto Rico
  Guaynabo, PR

Previous Registrations

• 2018-11-30 → 2024-04-25
  Ubs Financial Services Inc.
  Guaynabo, PR
  San Juan, PR

Other Businesses

(1)Name of Business: DBA SJ Advisors Address: B7 Calle Tabonuco Ste 806, Guaynabo, PR, 00968-3360, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 08/15/2024 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Partner in the RJ DBA (2)Name of Business: Gorgie's Products Address: 1509 ave ponce de leon torre 1200 cond ciudadela, san juan, PR, 00909, United States Activity Type: Business Owner Position/Title: Officer - President Investment Related: No Start Date: 12/29/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Gorgie's Products has the exclusive license to distribute a product call savrpak in Puerto Rico and the Caribbeans. (3)Name of Business: Smart Insurance Agency Address: B7 Calle Tabonuco Ste 806, Guaynabo, PR, 00968-3360, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 05/09/2024 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sell fixed annuities

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-11-30
• S63 Uniform Securities Agent State Law Examination
  2018-03-02

Other Names

• Ivan R Pelegrins
• Ivan R. Pelegrina Santini
• Ivan Rafael Pelegrina Santini
• Ivan Pelegrina
• Ivan R Pelegrina