Ian Williams
Account Service Specialist | Series 7| Series 63| Texas Life and Health Insurance license
- Role
- Account Service Specialist at Kestra Financial
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Ian Williams
Dedicated financial services professional with over three years of experience in investments, financial products, client education, equities and fraud prevention. Adept at managing client relationships and delivering exceptional customer service. Proficient in executing trades, processing financial transactions, and collaborating with cross-functional teams to resolve complex issues. Skilled in identifying and mitigating potential risks to protect client assets. Licensed with the Series 7, Series 63, and life and health insurance in the state of Texas. A motivated and adaptable individual with strong communication and problem-solving abilities, looking to leverage my expertise in a new opportunity within the financial services industry.
Experience
Account Service Specialist
Jun 2025 — Present · Austin, TX, US
Education
Southwestern University
Bachelor's degree, Psychology
2016 — 2020
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