Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Karahalios is a financial advisor with Raymond James & Associates, Inc. Brian has been in the financial services industry since 2007 and has a diverse background in the industry having worked with several other firms including PNC Investments, BBVA Securities Inc., BBVA Compass Investment Solutions, Inc, J.W. COLE FINANCIAL, INC., Wells Fargo Advisors, LLC, and A. G. EDWARDS & SONS, INC. Brian is a Series 7 and Series 66 licensed representative and holds the SIE designation. Brian has earned several designations and is registered in multiple states. In addition to financial advising, Brian also serves as a coach for Florida Premier FC.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
10/02/2023 - Present
Raymond James & Associates, Inc. (SPRING HILL FL)
FL
08/16/2021 - 10/02/2023
PNC INVESTMENTS (Spring Hill FL)
FL
05/16/2013 - 08/17/2021
BBVA SECURITIES INC. (SPRING HILL FL)
FL
04/01/2011 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (SPRING HILL FL)
FL
08/14/2009 - 02/15/2011
J.W. COLE FINANCIAL, INC. (SPRING HILL FL)
FL
01/01/2008 - 07/29/2009
WELLS FARGO ADVISORS, LLC (SPRING HILL FL)
FL
10/15/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SPRING HILL FL)
FL
06/20/2007 - 10/04/2007
JEFFERSON PILOT SECURITIES CORPORATION (SPRING HILL FL)
BOTH
Issued 10/01/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Karahalios is the right advisor for you? Invested Better is here to help.
