Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Sandler is a financial professional with over 15 years of experience in the industry. Ian has held various roles at reputable firms like Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. Currently, Ian is registered with J.P. Morgan Securities LLC, a firm specializing in providing comprehensive investment advice and services to a diverse clientele, including individuals, corporations, and institutions. Ian's focus is on offering customized investment strategies and financial guidance tailored to each client's unique needs and goals.
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.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
NY
07/24/2012 - Present
J.p. Morgan Securities LLC (NEW YORK NY)
NY
11/09/2007 - 07/30/2012
CITIGROUP GLOBAL MARKETS INC. (LONG ISLAND CITY NY)
NY
06/16/2009 - 01/25/2011
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
BC
Issued 07/16/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
Nasdaq BX, Inc.
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
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