Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Andrews Peters is a financial advisor with Florida Financial Advisors, LLC. Ian has been in the financial industry for over 16 years. Ian specializes in financial planning and portfolio management for individuals and businesses. Ian also provides pension consulting and selection of other advisors services. Ian is licensed in Florida, North Carolina, and Texas. Ian is a Registered Representative with Trinity Wealth Securities, LLC.
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.
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.
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.
2% of net worth or assets for financial planning clients
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2
NC
06/28/2024 - Present
Florida Financial Advisors, LLC (Charlotte NC)
NY
09/25/2007 - 08/12/2008
CHASE INVESTMENT SERVICES CORP. (BROOKLYN NY)
BC
Issued 04/15/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/24/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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