Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Fergusson is a registered Investment Advisor Representative associated with Johnson Brunetti. Ian is based in Wethersfield, Connecticut and has been in the industry since 2014. Ian is currently a representative of Johnson Brunetti and has been with the firm since March 2023. Ian specializes in providing financial planning, portfolio management for individuals and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Referral fees from third-party money managers
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CT
06/06/2024 - Present
Johnson Brunetti (WETHERSFIELD CT)
IA
Issued 12/06/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
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