Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Watson is a financial advisor with over 11 years of experience in the financial services industry. Ian is currently registered with Raymond James Financial Services Advisors, Inc. in Massachusetts and holds Series 3, 7, 63 and 66 licenses as well as the SIE exam. Ian specializes in providing financial planning, investment management, and pension consulting services to individual and corporate clients. Ian was previously employed with Cantella & Co., Inc. and Wells Fargo Clearing Services, LLC.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
MA
11/10/2022 - Present
Raymond James Financial Services Advisors, Inc. (Boston MA)
MA
02/02/2018 - 11/15/2022
CANTELLA & CO., INC. (Malden MA)
MA
11/19/2010 - 02/05/2018
WELLS FARGO CLEARING SERVICES, LLC (BOSTON MA)
BOTH
Issued 12/10/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2010
Series 7 - General Securities Representative Examination
BC
Issued 07/24/1995
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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