Unclaimed
Brian A. Roberts is a financial professional with over 15 years of experience in the financial services industry. Brian is currently registered with Jackson National Life Distributors LLC and has a Series 6, Series 63, and SIE license. Brian previously worked for Mutual Service Corporation. Brian is licensed in Illinois and Iowa.
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.
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.
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2
TN
06/16/2008 - Present
Jackson National Life Distributors LLC (FRANKLIN TN)
OH
05/03/2007 - 06/30/2008
MUTUAL SERVICE CORPORATION (TOLEDO OH)
BC
Issued 08/30/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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