Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Barrie MacCallum is a registered Investment Advisor Representative with Cannell & Spears LLC. Ian is a licensed representative of the firm and has held this position since January 2014. Ian has been in the investment industry since 1981. Previously Ian Barrie MacCallum was a registered representative at UST Financial Services Corp. and Seligman Advisors, Inc. and Seligman Securities, Inc. and Cyrus J. Lawrence Incorporated. Ian has a strong background in investment advisory services and portfolio management. Ian focuses on working with high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The advisor offers a range of investment advisory services including financial planning, portfolio management, selection of other advisors, and review of asset allocation. The advisor manages a total of 6,316,371,000 in client assets. The advisor is registered with the state of New York.
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.
Review of asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
02/21/2024 - Present
Cannell & Spears LLC (NEW YORK NY)
NY
06/13/1995 - 08/18/1999
UST FINANCIAL SERVICES CORP. (NEW YORK NY)
MA
06/24/1993 - 05/09/1995
SELIGMAN ADVISORS, INC. (BOSTON MA)
NY
08/27/1987 - 06/24/1993
SELIGMAN SECURITIES, INC. (NEW YORK NY)
NA
02/23/1981 - 08/31/1987
CYRUS J. LAWRENCE INCORPORATED
IA
Issued 07/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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