Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Alexander Longtin is an investment advisor representative with Ameriprise Financial Services, LLC. Ian has been in the industry for over 5 years. Ian is registered to provide advisory services in 24 states. Ian holds the Series 7, Series 66, and SIE exams. Ian's office is located in Walnut Creek, CA and he is registered with FINRA as well as several state regulators.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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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CA
07/16/2021 - Present
Ameriprise Financial Services, LLC (WALNUT CREEK CA)
BOTH
Issued 03/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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