Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Kiefer is a financial advisor with Raymond James Financial Services Advisors, Inc., a well-established firm with over 5,000 employees. Ian is a Certified Financial Planner and is licensed to provide investment advice in 15 states. Ian has been in the financial services industry since October 2009. Ian's areas of expertise include financial planning, portfolio management, pension consulting, and educational seminars. Ian's experience and qualifications make him a valuable resource for individuals and families seeking to achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
OK
07/10/2014 - Present
Raymond James Financial Services Advisors, Inc. (TULSA OK)
BOTH
Issued 12/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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