Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Parker is a financial professional with over 30 years of experience in the industry. Ian is currently registered with Planmember Securities Corp. in California. Ian has also held previous positions with Planmember Securities Corporation in California. Ian is a Series 6 and Series 63 licensed representative. Ian specializes in financial planning, portfolio management, and investment supervisory services. Ian has extensive experience working with individuals, corporations, and charitable organizations. Ian has a strong track record of providing personalized financial advice and guidance to 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.
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.
Provides investment supervisory services
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.
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CA
08/07/2007 - Present
Planmember Securities Corp. (CARPINTERIA CA)
CA
05/01/1992 - 12/05/2005
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/27/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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