Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Henry Webb is a financial advisor with Raymond James Financial Services Advisors, Inc. Ian has been in the industry since December 31, 2005 and is registered in Ohio and Texas. Ian holds Series 6, 7, 9, 10, 63 and SIE licenses, and is also a Certified Financial Planner. Previously, Ian worked with NYLIFE SECURITIES INC. in Dublin, Ohio. In addition to offering financial planning services, Ian also specializes in Portfolio Management for Individuals and Businesses, Pension Consulting, and Selection of Other Advisers.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
05/11/2021 - Present
Raymond James Financial Services Advisors, Inc. (CIRCLEVILLE OH)
OH
12/19/2005 - 06/13/2006
NYLIFE SECURITIES INC. (DUBLIN OH)
BC
Issued 08/21/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/11/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/16/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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