Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Stevens is a financial advisor with Fidelity Personal And Workplace Advisors, located in Portland, Maine. Ian has been in the financial services industry for over 9 years and has a wide range of experience in investment advising, financial planning, and portfolio management. Ian holds Series 6, 7, and 63 licenses and is also a Certified Financial Planner (CFP).
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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.
A percentage of the total value of assets under management is charged.
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2
ME
07/22/2024 - Present
Fidelity Personal AND Workplace Advisors (PORTLAND ME)
MA
06/06/2023 - 06/10/2024
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
SC
04/01/2022 - 05/10/2023
LPL FINANCIAL LLC (FORT MILL SC)
MA
10/05/2020 - 02/11/2022
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
NC
11/17/2014 - 01/15/2020
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
MA
09/26/2013 - 09/02/2014
SIGNATOR INVESTORS, INC. (ANDOVER MA)
IA
Issued 06/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2014
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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