Unclaimed
Ian Mahoney is a financial advisor with Ceros Financial Services, Inc. based in New York, NY. Ian holds the Series 63, Series 66, Series 7 and SIE licenses and is registered in 23 states. Ian has over 2 years of experience in the financial services industry, having previously worked at National Securities Corporation.
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.
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.
1
2
NY
07/20/2022 - Present
Ceros Financial Services, Inc. (New York NY)
NY
04/02/2021 - 07/21/2022
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 09/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2021
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2021
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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