Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Charles Mitchell is a financial advisor based in Radnor, Pennsylvania. Ian has been in the financial services industry since 2004 and is currently registered with Lincoln Financial Distributors, Inc. Prior to joining Lincoln Financial Distributors, Inc., Ian worked at PLANCO FINANCIAL SERVICES, LLC and MORGAN STANLEY DW INC.. Ian holds the Series 66, Series 31, Series 7, and SIE licenses. Ian is registered in Kansas, Oklahoma, and Texas.
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.
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.
1
2
PA
04/28/2008 - Present
Lincoln Financial Distributors, Inc. (RADNOR PA)
CT
08/09/2005 - 04/14/2008
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
NY
01/01/2004 - 08/09/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 12/30/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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