Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Irvine is a financial professional with experience in the financial services industry. Ian has Series 79TO, SIE, and Series 63 licenses and is registered with FINRA. Ian has been associated with Perella Weinberg Partners LP since June 2022 and previously worked at BOFA SECURITIES, INC.
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.
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2
NY
06/08/2022 - Present
Perella Weinberg Partners LP (NEW YORK NY)
NY
08/15/2019 - 05/04/2022
BOFA SECURITIES, INC. (NEW YORK NY)
BC
Issued 08/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/15/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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