Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Gregg is a financial advisor with over 8 years of experience in the industry. Ian has a Series 7, Series 66, Series 9, Series 10, and Series 24 licenses. He is registered with the state of Florida as a Registered Investment Advisor and is currently employed by Lincoln Investment. Ian previously worked at LEGEND EQUITIES CORPORATION. His prior work experience included a role at Legend Advisory Corporation. Ian is a specialist in providing financial advice to individuals, businesses and charitable organizations.
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.
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.
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.
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FL
06/04/2019 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
FL
09/08/2014 - 01/03/2017
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
BOTH
Issued 02/01/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/15/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/29/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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