Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Davis is a financial professional registered with Fidelity Brokerage Services LLC. Ian has been in the industry since 2021. Ian holds the Series 99TO and SIE exams. Ian was previously registered with National Financial Services LLC. Ian is located in Smithfield, Rhode Island and is registered with FINRA.
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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RI
05/23/2023 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
RI
03/08/2021 - 10/12/2022
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
BC
Issued 03/08/2021
Series 99TO - Operations Professional Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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