Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Matheson is an Investment Advisor Representative at Carnegie Investment Counsel, a firm with offices in Ft. Myers, FL and PEPPER PIKE, OH. Ian is licensed in Florida and has been in the industry since January 2008. The firm provides advisory services to individuals, businesses, investment companies, insurance companies, charitable organizations, pension plans, and other investment advisors. They offer financial planning, portfolio management, and selection of other advisors.
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.
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.
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.
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.
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FL
08/09/2019 - Present
Carnegie Investment Counsel (Ft. Myers FL)
IA
Issued 03/04/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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