Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Markowitz is a financial advisor registered with State Farm VP Management Corp. in Lake Wales, FL. He has been in the financial industry since 2008. Ian has passed the Series 6, 7 and 66 exams, as well as the SIE. Ian is registered in Florida.
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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2
FL
11/20/2014 - Present
State Farm VP Management Corp. (Lake Wales FL)
FL
05/19/2011 - 10/10/2014
FIDELITY BROKERAGE SERVICES LLC (ALTAMONTE SPRINGS FL)
FL
05/08/2008 - 04/08/2011
EDWARD JONES (TAMPA FL)
FL
08/24/2007 - 03/17/2008
METLIFE SECURITIES INC. (TAMPA FL)
BOTH
Issued 05/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/07/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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