Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Green is a financial advisor registered with Gateway Wealth Partners, LLC in West Hartford, CT and has over 25 years of experience in the industry. Ian Green is also a registered Investment Advisor Representative with the state of Connecticut. Ian Green specializes in providing financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Ian Green previously worked for Voya Financial Partners, LLC in Windsor, CT and State Street Research Investment Services, Inc. in Boston, MA. Ian Green holds a Series 6, 7, 26, and 63 licenses and the SIE exam. Ian Green is a CFA charterholder and is a board member of the CFA Hartford Society.
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.
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.
1
2
CT
11/27/2024 - Present
Gateway Wealth Partners, LLC (West Hartford CT)
CT
09/16/2005 - 02/06/2017
VOYA FINANCIAL PARTNERS, LLC (WINDSOR CT)
MA
09/02/1994 - 04/29/1998
STATE STREET RESEARCH INVESTMENT SERVICES, INC. (BOSTON MA)
BC
Issued 09/16/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/11/2010
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/01/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Ian Green is the right advisor for you? Invested Better is here to help.
