Unclaimed
Ian MacKay is a financial advisor currently registered with Aquilo Partners, LP. Ian holds the Series 63, SIE and Series 79 licenses. Ian has been in the financial industry since 2016 and is registered in California, Florida and New York.
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.
1
2
CA
03/01/2016 - Present
Aquilo Partners, LP (SAN FRANCISCO CA)
BC
Issued 03/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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