Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Graham Essling is a financial advisor with Commonwealth Financial Network in Bloomington, IN. Ian has over 20 years of experience in the financial services industry and holds a Series 6, 7, 63, and 65 licenses, as well as the SIE exam. He has a history of working with various firms, including MML Investors Services, LLC, MSI Financial Services, Inc., New England Securities and LINSCO/Private Ledger Corp.. Ian is also a Certified Financial Planner. Ian specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
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.
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2
IN
08/10/2018 - Present
Commonwealth Financial Network (Bloomington IN)
IN
03/25/2017 - 08/23/2018
MML INVESTORS SERVICES, LLC (BLOOMINGTON IN)
IN
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BLOOMINGTON IN)
IN
03/28/2003 - 01/02/2015
NEW ENGLAND SECURITIES (BLOOMINGTON IN)
SC
06/19/2002 - 04/29/2003
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
IA
Issued 06/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 06/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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