Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan David Murray is a registered investment advisor representative in New Jersey. Ian currently works for Mariner Independent, based in Ramsey, NJ. Ian provides investment advisory services to individuals and corporations, with a focus on financial planning and portfolio management. Prior to joining Mariner Independent, Ian was an investment advisor representative at Ameriprise Financial Services, LLC. Ian has a Series 66 license, and Series 7TO and SIE licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
1
2
NJ
07/11/2022 - Present
Mariner Independent (Ramsey NJ)
NJ
01/04/2021 - 07/11/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Cedar Knolls NJ)
BOTH
Issued 03/29/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 08/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Ian Murray is the right advisor for you? Invested Better is here to help.
