Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Stuart Rice is a registered investment advisor with Raymond James & Associates, Inc. Ian has been in the industry since March 15, 2006. He is registered with the state of Florida. Ian Stuart Rice also works with Raymond James Financial Services Advisors, Inc. He is an active investment advisor representative. Ian offers financial planning, pension consulting, educational seminars, portfolio management for individuals, portfolio management for businesses, and selection of other advisors.
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.
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.
Please see note in schedule d - miscellaneous
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
FL
04/13/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
06/17/2004 - 07/15/2019
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
IA
Issued 06/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/29/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2005
Series 7 - General Securities Representative Examination
BC
Issued 06/16/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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