Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Barr is a financial advisor who has been in the industry for over 20 years. He is currently registered with Pure Financial Advisors, LLC. Ian has experience with a variety of firms including Morgan Stanley, E*TRADE SECURITIES LLC, and J.P. MORGAN SECURITIES LLC. He is a Certified Financial Planner and has held both Series 66 and Series 65 licenses. Ian is a highly experienced advisor with a strong track record of success. He is committed to providing his clients with personalized financial advice and guidance. He works with both individual and institutional clients, and his specialties include financial planning, portfolio management, and pension consulting.
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.
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
IL
04/01/2024 - Present
Pure Financial Advisors, LLC (Northbrook IL)
IL
10/07/2022 - 01/02/2024
MORGAN STANLEY (Chicago IL)
IL
04/30/2018 - 09/05/2023
E*TRADE SECURITIES LLC (CHICAGO IL)
OR
03/25/2013 - 10/07/2015
J.P. MORGAN SECURITIES LLC (HILLSBORO OR)
IL
03/19/2009 - 05/26/2011
J.P. MORGAN SECURITIES LLC (HIGHLAND PARK IL)
IL
02/08/2007 - 04/25/2007
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
01/01/2005 - 03/16/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
05/24/2001 - 06/04/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
02/01/1999 - 09/09/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 05/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/02/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/14/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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