Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan M. Janecek is an investment advisor representative at Cbiz Investment Advisory Services, LLC. Ian has been in the industry for over 20 years and has experience with a variety of financial products and services. Ian is registered with the state of Tennessee as an Investment Advisor Representative. Ian has experience working with individual clients as well as business clients. Ian holds Series 6, 7 and 66 licenses. Ian is committed to providing clients with the highest quality financial advice and service.
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.
Performance reporting, fiduciary services and admnistrative support 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.
A percentage of assets under advisement
1
2
OH
07/31/2019 - Present
Cbiz Investment Advisory Services, LLC (CLEVELAND OH)
TN
03/14/2006 - 12/17/2010
COMMERCE SQUARE TRADING, LLC (MEMPHIS TN)
NY
11/18/2004 - 01/05/2006
LAFFER ADVISORS INCORPORATED (NEW YORK NY)
GA
03/02/2004 - 10/07/2004
TRADING SERVICES GROUP, INC. (ATLANTA GA)
WI
08/25/1999 - 11/29/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
BOTH
Issued 04/17/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/01/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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