Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ambrose is a financial advisor with Creativeone Securities, LLC, a registered investment advisor based in Overland Park, KS. Brian has been in the financial services industry since 1985 and holds the Series 7, Series 24, Series 27, and Series 63 licenses. Brian is also a Certified Financial Planner. Prior to joining Creativeone Securities, LLC, Brian was a financial advisor at Cambridge Investment Research, Inc. and Woodbury Financial Services, Inc. Brian specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
KS
10/25/2016 - Present
Creativeone Securities, LLC (Overland Park KS)
CA
12/01/2009 - 01/29/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (WALNUT CREEK CA)
CA
01/01/2009 - 01/12/2009
WOODBURY FINANCIAL SERVICES, INC. (WALNUT CREEK CA)
CA
04/01/2003 - 01/03/2007
FSC SECURITIES CORPORATION (WALNUT CREEK CA)
NE
01/02/2003 - 03/31/2003
SECURITIES AMERICA, INC. (LAVISTA NE)
NE
12/19/2000 - 12/31/2002
SECURITIES AMERICA, INC. (LAVISTA NE)
NA
01/19/1995 - 12/31/1998
CAPITAL ALLIANCE INVESTMENTS INCORPORATED
CA
04/05/1988 - 12/31/1998
CAPITAL ALLIANCE INVESTMENTS INCORPORATED (IRVINE CA)
NA
12/24/1987 - 03/01/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
07/31/1985 - 12/24/1987
FINANCIAL PLANNERS EQUITY CORPORATION
BC
Issued 01/09/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/21/1990
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/08/1987
Series 24 - General Securities Principal Examination
BC
Issued 07/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
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