Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iain? Claim Your ProfileIain Edward McEwan is a financial professional with over 20 years of experience in the industry. Iain is currently registered as an investment advisor representative with Envestnet PMC in Illinois and Pennsylvania. Iain has previously worked with Portfolio Brokerage Services, Inc. and Easton Investment Services, LLC. Iain holds multiple industry certifications including the Series 65, Series 63, and Series 4. Iain provides a wide range of financial advisory services including portfolio management for individuals, businesses, and investment companies. Iain works with clients of all sizes including high-net-worth individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Overlay portfolio management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
A percentage of assets or revenues under our clients' management
1
2
IL
04/20/2023 - Present
Envestnet PMC (CHICAGO IL)
IL
03/07/2007 - 02/17/2020
PORTFOLIO BROKERAGE SERVICES, INC. (CHICAGO IL)
IN
01/13/2003 - 06/22/2005
EASTON INVESTMENT SERVICES, LLC (MERRILLVILLE IN)
IA
Issued 04/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2003
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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