Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Harris is a financial advisor with Edward Jones. Ian has been in the financial services industry since 2014 and has a background in investments, financial planning, and portfolio management. Ian is registered with the state of Maryland and is also registered with the state of Texas as a resident advisor. Ian holds the Series 63, Series 65, Series 7, and SIE licenses. Ian is a registered representative of Edward Jones. Ian has experience working with individuals, businesses, and retirement plans. Ian's services include financial planning, portfolio management, and retirement planning.
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.
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.
See schedule d - miscellaneous
1
2
MD
09/06/2024 - Present
Edward Jones (WESTMINSTER MD)
MD
01/26/2022 - 06/26/2024
CHARLES SCHWAB & CO., INC. (Annapolis MD)
MD
02/26/2018 - 05/19/2024
TD AMERITRADE, INC. (Columbia MD)
MD
07/13/2016 - 02/26/2018
SCOTTRADE, INC. (COLUMBIA MD)
MD
07/17/2014 - 06/22/2016
AXA ADVISORS, LLC (COLUMBIA MD)
IA
Issued 01/29/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/10/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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