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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sokol is a financial advisor with Cambridge Investment Research Advisors, Inc. Brian has over 14 years of experience in the financial services industry. Brian holds the Series 7, Series 63 and SIE licenses and is a Certified Financial Planner. Brian is registered with the state of Iowa and the state of Texas. Brian has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Brian provides financial planning, portfolio management, and retirement planning services to clients.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/25/2018 - Present
Cambridge Investment Research Advisors, Inc. (Toledo IA)
IA
03/31/2009 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (TOLEDO IA)
BC
Issued 05/21/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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