Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Davidson Jones is a financial professional with a breadth of experience in the securities industry. Ian has been in the industry for over 3 years, starting with Northwestern Mutual Investment Services, LLC in Richmond, VA. Ian is a registered representative with a Series 7TO, Series 57TO, and Series 63 license. Ian is currently registered with Credit Suisse Securities (usa) LLC and is licensed in all 50 states. Ian's current role is as a registered representative, specializing in portfolio management for pooled investment vehicles.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Transaction-based fee
1
2
NY
06/22/2022 - Present
Credit Suisse Securities (usa) LLC (New York NY)
VA
10/14/2019 - 06/10/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (RICHMOND VA)
BC
Issued 11/18/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2022
Series 57TO - Securities Trader Exam
BC
Issued 10/14/2019
Series 7TO - General Securities Representative Examination
BC
Issued 05/20/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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