Unclaimed
Ian Patrick Burns is a financial advisor with Northwestern Mutual Investment Services, LLC. Ian has been in the industry since 2022. Ian is registered in Georgia and holds the Series 7TO, Series 63 and SIE licenses. Prior to joining Northwestern Mutual Investment Services, LLC, Ian worked at Fidelity Brokerage Services LLC.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
GA
11/14/2023 - Present
Northwestern Mutual Investment Services, LLC (ATLANTA GA)
NH
11/24/2021 - 10/04/2023
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
BC
Issued 12/03/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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