Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Prum is a financial professional with a strong background in the securities industry. He is a registered representative with CRC-IB and holds both Series 79TO and Series 63 licenses. Ian is also a registered investment advisor in California and New York. Prior to joining CRC-IB, Ian was a successful sales professional with a passion for helping individuals and families achieve their financial goals. His knowledge of the financial markets and commitment to client service make him a valuable asset to any investment team.
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.
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CA
07/12/2023 - Present
CRC-IB (San Francisco CA)
BC
Issued 07/31/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 05/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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