Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Swafford is a financial advisor with Missionsquare Retirement. Ian has been in the industry since May 2016 and has experience with LPL Financial LLC and Edward Jones. Ian is registered to provide investment advice in Illinois, Iowa, Colorado, Kansas, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, and Wyoming. Ian specializes in providing financial planning and portfolio management services for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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IL
11/28/2024 - Present
Missionsquare Retirement (Morton IL)
IL
11/22/2021 - 08/01/2023
LPL FINANCIAL LLC (PEORIA IL)
IL
05/04/2016 - 11/23/2021
EDWARD JONES (Morton IL)
BOTH
Issued 05/23/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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