Ivan Rosa

Financial advisor at Optimist Capital · Palm Beach Gardens, FL

Last updated 2026-10-10

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Ivan Rosa is a financial advisor at Optimist Capital in Palm Beach Gardens, FL, CRD 6720387. Licenses and exams on the registration: Series 66. First registered 2025-01-30.

Registration

CRD number
6720387
Registration status
Active
First registered
2025-01-30
Years of experience
11
States registered
FL

Licenses and exams

  • Series 66

Work history

  • 2019-11 to Present · Guardian Life Insurance · Miami, FL
  • 2017-06 to 2019-10 · R Squared Consulting · Jupiter, FL
  • 2016-12 to 2017-06 · New York Life · Palm Beach Gardens, FL
  • 2015-07 to 2016-11 · R Squared Consulting · Jupiter, FL
  • 2021-02 to 2023-03 · Park Avenue Securities · Miami, FL

Current employment

  • Optimist Capital · Palm Beach Gardens, FL

SEC IAPD record for Ivan Rosa

Location

2401 Pga Blvd, Palm Beach Gardens, FL 33410

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Official record

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