Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Matthew Erdman is a financial advisor with Kestra Investment Services, LLC. Ian Erdman has been in the financial industry since 2015. Ian Erdman is registered with the state of Ohio and holds the Series 6, Series 7, and Series 63 licenses. Ian Erdman is currently located in Columbus, Ohio.
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
OH
05/08/2023 - Present
Kestra Investment Services, LLC (COLUMBUS OH)
OH
01/31/2018 - 04/21/2023
NATIONWIDE SECURITIES, LLC (Grandview Heights OH)
OH
10/02/2015 - 02/02/2018
NATIONWIDE INVESTMENT SERVICES CORPORATION (GRANDVIEW HEIGHTS OH)
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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