Unclaimed
Ian Marshall Chambers is a registered representative with Morgan Stanley. Chambers has been in the industry since 2014 and has a strong track record of success. Chambers has a wide range of experience, including financial planning, portfolio management, and educational seminars. Chambers is committed to providing personalized investment advice to clients of all ages and income levels. Chambers is licensed to sell securities in 53 states and the District of Columbia. Chambers is also registered with the Financial Industry Regulatory Authority (FINRA) and the Securities and Exchange Commission (SEC). Chambers is a valuable resource for clients who are looking for comprehensive investment advice.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
12/11/2023 - Present
Morgan Stanley (Columbus OH)
BOTH
Issued 07/01/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/18/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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