Unclaimed
Ian Jackson is a financial professional with over 16 years of experience in the industry. Ian is currently registered with TD Securities (usa) LLC and has a strong background in securities, futures and commodities. Ian has held prior positions at Citadel Securities Institutional LLC, Citadel Securities LLC, BofA Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Bear, Stearns & Co. Inc.
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.
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.
1
2
NY
04/17/2023 - Present
TD Securities (usa) LLC (NEW YORK NY)
NY
06/12/2020 - 01/12/2023
CITADEL SECURITIES INSTITUTIONAL LLC (New York NY)
NY
06/12/2020 - 01/12/2023
CITADEL SECURITIES LLC (NEW YORK NY)
NY
05/10/2019 - 06/02/2020
BOFA SECURITIES, INC. (NEW YORK NY)
NY
07/15/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/23/2008 - 07/23/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/06/2006 - 06/13/2008
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 04/17/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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