Unclaimed
Ian Jared Leffler is a financial advisor currently registered with ADP Broker-Dealer, Inc. Ian has over 9 years of experience in the financial services industry and is registered with the following regulators: FINRA, and the states of Arizona, California, Colorado, Connecticut, Delaware, Florida, Idaho, Illinois, Maine, Massachusetts, Michigan, Minnesota, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Utah, and Virginia. Ian holds the Series 6, Series 63 and SIE licenses. Previously, Ian was a registered representative with Paychex Securities Corporation and ADP Broker-Dealer, 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
NJ
01/28/2021 - Present
ADP Broker-Dealer, Inc. (FLORHAM PARK NJ)
NY
02/19/2019 - 01/04/2021
PAYCHEX SECURITIES CORPORATION (NEW YORK NY)
NJ
04/01/2014 - 02/13/2019
ADP BROKER-DEALER, INC. (ROSELAND NJ)
BC
Issued 03/12/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Ian Leffler is the right advisor for you? Invested Better is here to help.