Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Weisser is an Investment Advisor Representative with Osaic Wealth, Inc., and has been in the industry for over 23 years. Ian has been registered with the state of Maryland for over 16 years and is also registered in Delaware, District of Columbia, Florida, Georgia, Illinois, Kentucky, Massachusetts, New Jersey, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Ian holds the Series 7, Series 63, and Series 66 licenses and is also a licensed insurance agent. Ian specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for 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.
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.
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.
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2
MD
01/24/2025 - Present
Osaic Wealth, Inc. (Essex MD)
MD
04/01/2010 - 04/06/2017
HORNOR, TOWNSEND & KENT, INC. (HUNT VALLEY MD)
MD
01/01/2008 - 04/14/2010
WELLS FARGO ADVISORS, LLC (BALTIMORE MD)
MD
08/31/1999 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BALTIMORE MD)
BOTH
Issued 06/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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