Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Ferrato is a financial advisor with Wells Fargo Clearing Services, LLC and has been in the financial services industry since February 1999. Ian has experience in various financial services areas, including portfolio management for individuals and businesses, and has been registered in multiple states. Ian is licensed to provide investment advice in Connecticut, New Jersey, New York, and Pennsylvania. Before Wells Fargo Clearing Services, LLC, Ian worked at GARDEN STATE SECURITIES, INC. in Red Bank, New Jersey, FIRST UNION SECURITIES FINANCIAL NETWORK, INC. in St. Louis, Missouri, JWGENESIS SECURITIES, INC. in Boca Raton, Florida, H.J. MEYERS & CO., INC. in Rochester, New York, and M.S. FARRELL & COMPANY, INC. in Syosset, New York.
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.
Guidance on pension options to ensure a secure financial future.
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.
Investment consulting services to institutional clients
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
NJ
01/30/2017 - Present
Wells Fargo Clearing Services, LLC (SPOTSWOOD NJ)
NJ
02/27/2006 - 08/17/2016
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
NJ
01/10/2002 - 12/12/2002
GARDEN STATE SECURITIES, INC. (RED BANK NJ)
MO
01/02/2001 - 12/20/2001
FIRST UNION SECURITIES FINANCIAL NETWORK, INC. (ST. LOUIS MO)
FL
07/08/1998 - 01/02/2001
JWGENESIS SECURITIES, INC. (BOCA RATON FL)
NY
03/21/1996 - 07/23/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
06/13/1995 - 03/25/1996
M.S. FARRELL & COMPANY, INC. (SYOSSET NY)
BOTH
Issued 03/18/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/26/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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