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 advisor registered with the state of Georgia. Ian is also a registered representative with the firm Arkadios Wealth Advisors. Ian has been in the financial industry since 2023. Ian is licensed to provide financial advice to individual clients, as well as corporations and businesses. Ian holds the Series 63, Series 65 and Series 7TO 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.
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
GA
02/15/2024 - Present
Arkadios Wealth Advisors (ATLANTA GA)
IA
Issued 02/12/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/02/2024
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Ian Davis is the right advisor for you? Invested Better is here to help.
