Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Teller is a financial professional with over 25 years of experience in the securities industry. Ian currently holds a Series 7, Series 24, Series 27, Series 3, Series 63, Series 99TO, and SIE licenses. Ian is a registered representative of Charles Schwab & Co., Inc. Prior to joining Charles Schwab & Co., Inc., Ian was employed by CITIGROUP GLOBAL MARKETS INC. and ITG INC. Ian is located in Lone Tree, Colorado and works in the Charles Schwab & Co., Inc. office located in Lone Tree, CO.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
10/22/2015 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
NY
12/23/2011 - 03/06/2015
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/26/2007 - 11/15/2011
ITG INC. (NEW YORK NY)
NY
05/19/1999 - 07/03/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/10/1996 - 05/04/1999
REPUBLIC NEW YORK SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 05/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 24 - General Securities Principal Examination
BC
Issued 11/17/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/1997
Series 3 - National Commodity Futures Examination
BC
Issued 04/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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