Unclaimed
Ian Costello is a financial professional with over 10 years of experience in the financial services industry. Ian is a Registered Representative of Fidelity Brokerage Services LLC. He is also a licensed securities professional with a Series 7, Series 9 and Series 63 license. Ian has a strong understanding of the financial markets and a commitment to providing personalized financial advice to clients. He specializes in helping individuals and families develop and achieve their financial goals.
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.
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2
NH
04/23/2013 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
BC
Issued 04/29/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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