Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Millman is a financial advisor with over 20 years of experience in the industry. Ian is currently registered with Kingsview Wealth Management, LLC. He specializes in providing financial planning and portfolio management services for individuals, businesses, and investment companies. Ian has a strong track record of success in helping clients achieve their financial goals. He is committed to providing personalized service and developing long-term relationships with his 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.
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.
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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NY
01/17/2019 - Present
Kingsview Wealth Management, LLC (WOODBURY NY)
NY
05/18/2012 - 01/22/2019
WELLS FARGO CLEARING SERVICES, LLC (GARDEN CITY NY)
NY
01/26/2007 - 05/21/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
NY
07/05/2000 - 01/30/2007
MORGAN STANLEY DW INC. (GARDEN CITY NY)
NY
12/10/1997 - 02/25/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 06/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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