Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Prymak is a financial advisor with over 20 years of experience in the industry. Ian is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL ANALYST® charterholder. Ian currently works at Campbell Wealth Management, Inc. Ian is a Registered Representative and Investment Advisor Representative in the state of Virginia. Ian has previously held positions with Fidelity Brokerage Services LLC, Ameriprise Financial Services, LLC, Lincoln Investment, Scottrade, Inc., Kovack Securities Inc., LPL Financial LLC, PNC Investments, AIG Retirement Advisors, Inc., First Union Securities, Inc. and First Union Brokerage Services, Inc. Ian specializes in providing financial advice to individuals and families. Ian offers a variety of services, including financial planning, portfolio management, and insurance planning. Ian is committed to providing his clients with personalized, comprehensive financial advice.
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.
Informational/educational/motivational workshops
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.
Workshops and seminars
1
2
VA
02/15/2023 - Present
Campbell Wealth Management, Inc. (ALEXANDRIA VA)
VA
06/05/2020 - 02/06/2023
FIDELITY BROKERAGE SERVICES LLC (RESTON VA)
VA
10/04/2019 - 05/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (FAIRFAX VA)
VA
03/17/2016 - 09/06/2019
LINCOLN INVESTMENT (Ashburn VA)
VA
02/13/2015 - 03/16/2016
SCOTTRADE, INC. (WOODBRIDGE VA)
VA
03/02/2011 - 02/10/2015
KOVACK SECURITIES INC. (Spotsylvania VA)
VA
07/24/2009 - 03/04/2011
LPL FINANCIAL LLC (SPOTSYLVANIA VA)
VA
12/12/2008 - 07/22/2009
PNC INVESTMENTS (FREDERICKSBURG VA)
VA
01/04/2002 - 12/11/2008
AIG RETIREMENT ADVISORS, INC. (RICHMOND VA)
MO
10/01/2000 - 01/04/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
05/23/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 03/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/29/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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