Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Coldwell is a financial professional with Wells Fargo Securities, LLC, in Dallas, Texas. Ian is licensed to conduct business in Texas and is a Series 63, Series 79TO, and SIE exam holder. He is active in the broker-dealer industry and joined Wells Fargo Securities, LLC on 3/14/2024.
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.
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2
TX
03/14/2024 - Present
Wells Fargo Securities, LLC (DALLAS TX)
BC
Issued 12/06/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/20/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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