Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan James Wardle is an investment advisor representative registered with Lifeworks Advisors, LLC. Ian is based in Laguna Beach, CA. Ian has been in the securities industry for over 7 years. Ian holds the Series 6, Series 63, and Series 65 licenses. He has also passed the SIE exam. Ian is a licensed insurance agent and focuses on selling life, health, and variable insurance products. Ian specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, and pension plans. Ian previously worked for Northwestern Mutual Investment Services, LLC and McIlrath & Eck, LLC.
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.
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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CA
03/29/2023 - Present
Lifeworks Advisors, LLC (LAGUNA BEACH CA)
CA
06/10/2016 - 07/11/2022
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEWPORT BEACH CA)
IA
Issued 12/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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