Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Yee is a financial professional with over 2 years of experience in the industry. Ian is currently registered with Charles Schwab & Co., Inc. in WESTLAKE, TX. Ian holds the Series 7TO and SIE licenses, and has been working as a Registered Representative since July 2024. Ian's experience spans a variety of financial services, including financial planning.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
TX
07/15/2024 - Present
Charles Schwab & CO., Inc. (WESTLAKE TX)
BC
Issued 07/15/2024
Series 7TO - General Securities Representative Examination
BC
Issued 08/31/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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