Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Sylvan is a financial advisor at CliftonLarsonAllen Wealth Advisors, LLC, and has over 20 years of experience in the financial industry. Ian is a registered representative with FINRA and is licensed in 51 states. He is also a registered investment advisor in Illinois. Ian has a wide range of experience in financial planning, portfolio management, and investment banking. His clients include high net worth individuals, families, 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.
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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IL
04/20/2021 - Present
Cliftonlarsonallen Wealth Advisors, LLC (OAK BROOK IL)
IL
05/31/2019 - 11/12/2020
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
09/11/2012 - 05/08/2019
M&A SECURITIES GROUP, INC. (CHICAGO IL)
IL
11/01/2003 - 11/09/2010
BMO CAPITAL MARKETS CORP. (CHICAGO IL)
IL
04/18/2000 - 11/01/2003
HARRIS NESBITT CORP. (CHICAGO IL)
IL
04/16/1999 - 04/14/2000
BANC ONE CAPITAL MARKETS, INC. (CHICAGO IL)
BC
Issued 02/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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