Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Tabor Louk is a financial advisor with MML Investors Services, LLC, in SPRINGFIELD, MA. Ian has over 8 years of experience in the financial services industry. Ian has a broad range of experience, having worked with clients including individuals, trusts, corporations, and institutions. Ian holds the Series 6, 7, 9, 10, 24, 52, 53, 63 and 65 securities licenses as well as the SIE. Ian is a registered representative in Arizona.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
07/05/2017 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
AZ
06/15/2015 - 06/06/2017
CHARLES SCHWAB & CO., INC. (PHOENIX AZ)
AZ
06/09/2011 - 09/18/2014
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
AZ
02/15/2011 - 06/13/2011
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
04/15/2010 - 09/17/2010
PRUCO SECURITIES, LLC. (PHOENIX AZ)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/30/2018
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/11/2017
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/17/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/08/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2017
Series 52 - Municipal Securities Representative Examination
BC
Issued 08/25/2015
Series 7 - General Securities Representative Examination
BC
Issued 04/13/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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