Unclaimed
Ian Kail is a financial professional with over 20 years of experience in the financial services industry. Ian is currently a registered representative with Park Avenue Securities LLC in Knoxville, Tennessee. Ian has a wide range of experience in providing financial advice and services to individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
TN
01/18/2024 - Present
Park Avenue Securities LLC (KNOXVILLE TN)
NE
05/19/2014 - 01/16/2024
WOODMEN FINANCIAL SERVICES, INC. (OMAHA NE)
TN
03/08/2010 - 05/09/2014
PARK AVENUE SECURITIES LLC (COOKEVILLE TN)
TN
10/01/2003 - 02/17/2010
WOODMEN FINANCIAL SERVICES, INC. (COOKEVILLE TN)
BC
Issued 12/22/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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