Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Mccauley Prescott is a financial advisor with LPL Enterprise, LLC based in Warrington, Pennsylvania. Ian has been in the financial services industry since January 2019. Ian holds the Series 66, Series 7TO, and SIE securities licenses. Ian also has experience with MML Investors Services, LLC. Previous to that, Ian was an insurance agent with Tara Mcdonald State Farm in Wilmington, Delaware.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
PA
11/14/2024 - Present
LPL Enterprise, LLC (WARRINGTON PA)
DE
12/18/2020 - 06/18/2021
MML INVESTORS SERVICES, LLC (NEWARK DE)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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