Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Wesley Borgstedt is a financial advisor with LPL Financial LLC and has been in the industry since September 18, 1995. Ian is registered to provide investment advice and securities services in Washington and Texas. Previously, Ian was employed by Waddell & Reed for over 25 years. Ian has a strong track record of providing financial planning services to individuals, businesses, and pension plans. Ian holds the Series 6, 7, 63, and 65 securities licenses and is also a Certified Financial Planner.
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.
Consulting and other non-discretionary advisory services
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.
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WA
07/21/2021 - Present
LPL Financial LLC (VANCOUVER WA)
WA
09/19/1995 - 07/21/2021
WADDELL & REED (VANCOUVER WA)
IA
Issued 03/26/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/18/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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