Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Dunbar Ford is a financial advisor currently registered with Fidelity Brokerage Services LLC. Ian Dunbar Ford is registered to provide investment advice in 53 states and territories and has been in the financial services industry since April 5, 2003. Ian Dunbar Ford has held previous roles with Fifth Third Securities, Inc., Fidelity Investments Institutional Services Company, Inc., MFS Fund Distributors, Inc., and Putnam Mutual Funds Corp. Ian Dunbar Ford holds the Series 63, SIE, Series 7, and Series 6 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.
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
MA
08/03/2012 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
FL
08/09/2010 - 08/31/2011
FIFTH THIRD SECURITIES, INC. (NAPLES FL)
RI
03/06/2006 - 10/02/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
02/28/2001 - 05/17/2004
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MA
04/21/1995 - 10/08/1997
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BC
Issued 04/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/27/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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