Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Alexandre Weinstein is a financial advisor who has been in the industry since 2000. Ian is currently registered with Regimen Wealth, LLC, and holds Series 63, 66, and 7 licenses. Ian has previous experience with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Ian is a Chartered Financial Consultant and provides financial planning and portfolio management services to individuals and high-net-worth individuals.
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.
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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GA
07/31/2020 - Present
Regimen Wealth, LLC (ATLANTA GA)
GA
03/31/2000 - 08/06/2020
AMERIPRISE FINANCIAL SERVICES, LLC (ATLANTA GA)
MN
03/31/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 04/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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