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 Imbody is an investment advisor representative who is registered with Valmark Advisers, Inc., headquartered in Akron, Ohio. Ian is currently registered in Pennsylvania. He has been in the financial industry since August 2024. Ian has two professional designations and holds the Series 7TO and SIE licenses. He has been working in the financial industry for a short time and has a diverse background of prior work experience including roles at Galen Hall Golf Course, South Heidelberg Township, Valvoline Inc, Stone Financial, Dick’s Sporting Goods, SEI Investments, Velekei Giles Financial Advisors, Conrad Weiser High School, Conrad Weiser Middle School, Penn State Berks, Valmark Securities, Inc. and Valmark Advisers, Inc. Ian specializes in financial planning, pension consulting, and selection of other advisors for businesses and individuals.
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.
Strategic management for diversified investment portfolios.
Consulting
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.
1
2
PA
01/10/2025 - Present
Valmark Advisers, Inc. (Wyomissing PA)
BC
Issued 08/26/2024
Series 7TO - General Securities Representative Examination
BC
Issued 09/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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