Unclaimed
Ignatius Chukwuemeka Udeani is a registered investment advisor representative with Principal Securities, Inc. located in Minnetonka, Minnesota. Ignatius is also registered as an investment advisor in Minnesota. He has been in the securities industry since January 8, 2023 and holds the Series 63, Series 65 and Series 6TO licenses. Ignatius specializes in providing financial planning, portfolio management, and pension consulting services to individuals, corporations and high-net-worth individuals. In addition to his role at Principal Securities, Inc., Ignatius also works as a Registered Representative for Principal Life Insurance Company.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MN
07/09/2024 - Present
Principal Securities, Inc. (MINNETONKA MN)
TX
01/09/2023 - 03/27/2024
PFS INVESTMENTS INC. (ALLEN TX)
IA
Issued 07/03/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/28/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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