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 Johnson is a financial advisor in Murphy, TX. He works with Capital Markets IQ, LLC. Ian has 21 years of experience in the industry and is registered with the state of Texas. He has been a registered representative since 2017 and has passed the Series 63, 66, 7, and SIE exams. He provides a variety of advisory services including financial planning, portfolio management for businesses and individuals, and educational seminars. He also offers business consulting services. Ian works with clients in a variety of industries and has a particular interest in helping 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Business consulting
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.
A percentage of the total value of assets under management is charged.
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TX
05/26/2022 - Present
Capital Markets IQ, LLC (Murphy TX)
TX
08/26/2021 - 06/15/2022
CENTER STREET SECURITIES, INC. (SOUTHLAKE TX)
TX
02/11/2020 - 08/30/2021
PFS INVESTMENTS INC. (DALLAS TX)
TX
06/07/2018 - 12/31/2019
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
10/12/2017 - 04/13/2018
PFS INVESTMENTS INC. (DEVTON TX)
BOTH
Issued 03/11/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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