Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Jeffrey Ellis is a financial advisor associated with Equitable Advisors, LLC. Ian Jeffrey Ellis has been in the financial services industry for over 12 years and has held registrations in 16 states. Ian Jeffrey Ellis is currently registered with Equitable Advisors, LLC in Arizona, California, Florida, Hawaii, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Utah, Washington, and Wyoming. Ian Jeffrey Ellis is also a Registered Investment Advisor (IA) in Arizona, California, Florida, Hawaii, Nevada, New Jersey, New York, Pennsylvania, South Carolina, Utah, Washington, and Wyoming. Ian Jeffrey Ellis has completed the Series 66, Series 7 and the Securities Industry Essentials (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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CA
09/17/2024 - Present
Equitable Advisors, LLC (IRVINE CA)
BOTH
Issued 05/26/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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