Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Lovegrove is a financial advisor with Eagle Strategies LLC, located in WHITE PLAINS, NY. Ian has been in the industry since 2005. Previously, Ian has worked for FIRST REPUBLIC SECURITIES COMPANY, LLC, HENNION & WALSH, INC., CHASE INVESTMENT SERVICES CORP. and MORGAN STANLEY DW INC. Ian has a Series 24 (General Securities Principal Examination), Series 31 (Futures Managed Funds Examination), Series 7 (General Securities Representative Examination), and Series 66 (Uniform Combined State Law Examination) licenses. Ian has also received the Securities Industry Essentials Examination (SIE). Ian specializes in providing financial planning, pension consulting, educational seminars, and publication of periodicals. Ian is also a registered representative in New Jersey and New York.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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2
NY
05/14/2024 - Present
Eagle Strategies LLC (WHITE PLAINS NY)
NY
04/29/2022 - 06/22/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (NEW YORK NY)
NJ
09/28/2006 - 05/06/2022
HENNION & WALSH, INC. (PARSIPPANY NJ)
NJ
08/02/2005 - 07/26/2006
CHASE INVESTMENT SERVICES CORP. (PARSIPPANY NJ)
NY
08/06/2004 - 07/08/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 2/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/11/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 8/5/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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