Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Gookin is a financial advisor at Edward Jones. Ian has been in the financial services industry since July 2008 and is registered with both FINRA and the state of Texas. Ian is a Certified Financial Planner® and holds the Series 6, 7, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Ian has experience providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. He is committed to helping clients achieve their financial goals and has a strong track record of success.
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.
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.
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.
See schedule d - miscellaneous
1
2
CA
06/29/2021 - Present
Edward Jones (PLACERVILLE CA)
CA
02/26/2020 - 10/12/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
02/11/2008 - 10/09/2020
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BOTH
Issued 04/23/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2011
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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