Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Brian MacDermott is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ian Brian MacDermott has been in the industry since July 1992. Ian Brian MacDermott is registered with the state of New Hampshire, as well as the states of Arizona, California, Colorado, Florida, Maine, Maryland, Massachusetts, Minnesota, New Jersey, New Mexico, New York, North Carolina, Texas, Utah, Vermont, and Virginia. Ian Brian MacDermott also has a Series 3, 7, 31, and 63 license as well as the Series 65 and SIE licenses. Ian Brian MacDermott specializes in providing advisory services to individuals, businesses, investment companies, insurance companies, corporations, high-net-worth individuals, charitable organizations, and state and municipal government entities.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
12/01/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (MANCHESTER NH)
NH
06/01/2009 - 09/15/2015
MORGAN STANLEY (MANCHESTER NH)
NH
09/08/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MANCHESTER NH)
NH
12/05/1997 - 09/09/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
NY
07/23/1992 - 12/09/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/20/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/05/1995
Series 3 - National Commodity Futures Examination
BC
Issued 07/21/1992
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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