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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Jeffrey Stern is a financial advisor with Ameriprise Financial Services, LLC. Ian is registered with FINRA and has been in the industry since 2004. Ian specializes in providing financial advice and services to individuals, high-net-worth individuals, corporations, trusts and estates, pension and profit sharing plans, and charitable organizations. Ian also holds a real estate license and is a part owner of a real estate business. In addition to working for Ameriprise Financial Services, LLC, Ian also works for Comerica Bank, which he started working for in 2012.
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.
Asset allocation services
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
CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (San Francisco CA)
CA
05/05/2010 - 11/03/2023
COMERICA SECURITIES (SAN FRANCISCO CA)
CA
06/12/2008 - 04/27/2010
WELLS FARGO INVESTMENTS, LLC (SAN JOSE CA)
CA
06/18/2004 - 06/21/2007
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
BOTH
Issued 12/14/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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