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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 John Elgersma is an investment advisor representative registered with Cetera Investment Advisers LLC. Ian Elgersma is also registered as an Investment Advisor in Michigan and Texas. Ian Elgersma has 8 years of experience in the securities industry. Ian Elgersma has passed the Series 7, Series 66 and SIE exams. Cetera Investment Advisers LLC is a registered investment advisor firm headquartered in Schaumburg, Illinois. The firm has over 423,000 client accounts with approximately $104 billion in assets under management. Cetera Investment Advisers LLC provides a variety of investment advisory services, including financial planning, portfolio management, and educational seminars.
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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MI
03/21/2024 - Present
Cetera Investment Advisers LLC (CALEDONIA MI)
BOTH
Issued 6/14/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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