Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Greenblatt is a financial professional with over 30 years of experience in the industry. Ian is currently registered with Capitol Securities Management, Inc. Previously, Ian was registered with Capitol Securities & Associates, Inc., Westrock Advisors, Inc., Weatherly Securities Corporation, Tasi & Company, Inc., and Robert Todd Financial Corp. Ian holds FINRA Series 7, 63, and SIE licenses. Ian specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, trusts, estates, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
NY
10/24/2012 - Present
Capitol Securities Management, Inc. (MELVILLE NY)
NY
10/01/2010 - 12/18/2012
CAPITOL SECURITIES & ASSOCIATES, INC. (MELVILLE NY)
NY
08/19/2002 - 10/04/2010
WESTROCK ADVISORS, INC. (MELVILLE NY)
NY
02/07/2001 - 09/06/2002
WEATHERLY SECURITIES CORPORATION (NEW YORK NY)
NY
05/26/1994 - 02/05/2001
TASIN & COMPANY, INC. (HAUPPAUGE NY)
NY
10/02/1992 - 05/26/1994
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BC
Issued 10/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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