Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Fawcett is a financial advisor with Charles Schwab & CO., Inc. Ian has been in the financial services industry since 2014. Ian is licensed in Arizona and California to offer investment advice. Ian has earned the Series 7, Series 63, and Series 66 securities licenses. In addition to the SIE exam, Ian has earned several other licenses to provide financial planning, selection of other advisors, and wrap fee program sponsor services to individuals and businesses.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Buckeye AZ)
AZ
10/13/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
BOTH
Issued 07/09/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/29/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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