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Ian Persaud, CRPC®

Ian Persaud, CRPC®

Managing Partner

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location of Ian Persaud, CRPC®Washington DC-Baltimore Area

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  • Timeline

  • About me

    Vice President, Northeast Region | Managing Partner, Phoenix Private Wealth

  • Education

    • Prince George's Community College

      -
      Economics

      Activities and Societies: Men's basketball team ranked No.7 in the nation | Treasurer for mentoring organization "Men Moving Forward"

    • Delaware State University

      -
      Banking, Corporate, Finance, and Securities Law

    • Bowie State University

      -
      Business Administration and Management

      Activities and Societies: Delta Mu Delta International Honor's Society

    • Longwood University

      -
      Economics

      Activities and Societies: Student Athlete - Men's Division 1 College Basketball

  • Experience

    • Phoenix Private Wealth

      May 2018 - now
      Managing Partner

    • Equitable Advisors

      Feb 2020 - now
      Vice President, Northeast Region

  • Licenses & Certifications

    • Long-Term Care Certification

      Maryland Dept of Licensing and Regulation

    • Health, Life, Variable Life and Variable Annuity

      Department of Insurance, Securities and Banking
      Jun 2012

    • Chartered Retirement Planning Counselor

      College for Financial Planning
      Dec 2014

    • Financial Securities (Registered Representative) Series 7

      FINRA

    • Uniform Combined State Law Examination (Investment Advisor Representative) Series 66

      FINRA
      Mar 2013

    • Investment Securities Principal Exam - Series 24

      FINRA
      May 2018