Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Beller is a financial advisor associated with Wells Fargo Clearing Services, LLC. Ian has been in the financial services industry since October 2007. Prior to joining Wells Fargo Clearing Services, LLC, Ian worked at J.P. MORGAN SECURITIES LLC. Ian is currently registered as a Registered Representative in Florida and Virginia. Ian is also a Registered Investment Advisor in Florida and Virginia. Ian has earned several professional designations. Ian provides advisory services such as financial planning, portfolio management for individuals, and portfolio management for businesses.
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.
Investment consulting services to institutional clients
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.
1
2
FL
04/20/2023 - Present
Wells Fargo Clearing Services, LLC (BOCA RATON FL)
FL
05/04/2022 - 06/20/2022
J.P. MORGAN SECURITIES LLC (PLANTATION FL)
FL
10/16/2015 - 04/21/2022
J.P. MORGAN SECURITIES LLC (DEERFIELD BEACH FL)
FL
09/12/2013 - 12/31/2013
J.P. MORGAN SECURITIES LLC (JENSEN BEACH FL)
NY
03/21/2011 - 12/19/2011
CHASE INVESTMENT SERVICES CORP. (BABYLON NY)
NY
08/07/2009 - 10/05/2009
CHASE INVESTMENT SERVICES CORP. (ROCKVILLE CENTRE NY)
NY
04/27/2005 - 10/30/2007
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
CA
03/01/2001 - 04/12/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/17/2000 - 01/19/2001
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/05/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/16/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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