Unclaimed
Ian Brick is a registered Investment Advisor Representative (IAR) with Brick & Kyle Associates Inc.. Ian is licensed in New Jersey and Pennsylvania and has been in the industry since June 2023. Ian's firm specializes in financial planning and portfolio management services for both individuals and high-net-worth clients.
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.
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.
A percentage of the total value of assets under management is charged.
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PA
10/05/2023 - Present
Brick & Kyle Associates Inc. (NEWTOWN PA)
IA
Issued 10/05/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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