Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan McDonald is an investment advisor representative with Wells Fargo Clearing Services, LLC. Ian is a registered investment advisor in California, Hawaii and Texas. Ian has been working in the financial services industry since 1992. Prior to joining Wells Fargo, Ian was affiliated with Morgan Stanley DW Inc. Ian is a registered representative in over two dozen states. Ian holds the Series 6, 7, 63, and 65 licenses. Ian is also a registered principal with the firm. Ian specializes in working with individual clients, high net worth individuals, businesses, and charitable organizations.
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.
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2
CA
02/09/2011 - Present
Wells Fargo Clearing Services, LLC (ROLLING HILLS ESTATES CA)
NY
03/28/2000 - 11/16/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/31/1993 - 04/05/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/28/1992 - 05/10/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/28/1992 - 05/10/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 12/21/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/24/1992
Series 6 - Investment Company Products/Variable Contracts 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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