Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Flanagan is a registered representative and investment advisor representative. Ian is registered with Sanctuary Advisors, LLC and has been in the industry since 2013. Ian has a total of 7 state securities registrations and 2 state investment advisor registrations. Ian also holds the Series 63, Series 66, Series 7, Series 24, Series 79 and SIE exams.
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.
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.
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2
IN
03/13/2020 - Present
Sanctuary Advisors, LLC (INDIANAPOLIS IN)
IN
09/16/2013 - 05/16/2019
KPMG CORPORATE FINANCE LLC (Indianapolis IN)
BOTH
Issued 03/09/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2018
Series 24 - General Securities Principal Examination
BC
Issued 09/17/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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