Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan McDade is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Ian has been in the industry since May 1996 and has experience providing financial advice to individuals, corporations, and charitable organizations. Ian holds the Series 7, 8, 63, and 65 securities licenses and is registered in numerous states. Ian has previously worked at Fahnestock & Co. Inc. and CIBC World Markets Corp. In addition to his financial advisory work, Ian is also a volunteer with McDade Travel.
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.
Guidance on pension options to ensure a secure financial future.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NC
08/27/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (CHARLOTTE NC)
NY
01/03/2003 - 03/17/2003
FAHNESTOCK & CO. INC. (NEW YORK NY)
NY
02/26/2001 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
NY
05/24/1996 - 03/12/2001
SANDS BROTHERS & CO., LTD. (NEW YORK NY)
IA
Issued 08/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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