Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Anderson is a financial advisor with over 7 years of experience in the industry. Brian is registered with MML Investors Services, LLC and currently holds licenses for Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66). Brian is also a Certified Financial Planner. Prior to joining MML Investors Services, LLC, Brian was with Principal Securities, Inc., and Lincoln Financial Securities Corporation. Brian specializes in financial planning, portfolio management for individuals and businesses, and asset allocation programs. Brian has worked with a variety of clients including high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
SC
10/16/2023 - Present
MML Investors Services, LLC (Charleston SC)
SC
08/01/2016 - 10/13/2023
PRINCIPAL SECURITIES, INC. (MT PLEASANT SC)
SC
01/04/2016 - 08/23/2016
LINCOLN FINANCIAL SECURITIES CORPORATION (MURRELLS INLET SC)
BOTH
Issued 09/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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