Unclaimed
Ian Mellen is a financial advisor based in New York, NY. Ian has been in the financial services industry since 2021 and is currently registered with Elevation, LLC. Ian holds Series 7TO, SIE and Series 63 licenses and is registered in 23 states. Previously, Ian was employed by Citigroup Global Markets Inc.
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.
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.
1
2
NY
10/20/2022 - Present
Elevation, LLC (New York NY)
NY
09/28/2021 - 02/17/2022
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 12/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 05/13/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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