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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 Moseley is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with LPL Financial LLC and has been with the firm since July 2018. Prior to that, Brian worked at CETERA ADVISORS LLC and UVEST FINANCIAL SERVICES GROUP, INC. Brian is a registered representative and investment advisor representative in Mississippi, Alabama, Colorado, Florida, Louisiana, New Mexico, North Carolina and Tennessee. Brian is also licensed to sell securities in other states. Brian is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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2
MS
07/31/2018 - Present
LPL Financial LLC (MADISON MS)
MS
07/16/2008 - 08/02/2018
CETERA ADVISORS LLC (MADISON MS)
MS
02/28/2006 - 09/15/2006
UVEST FINANCIAL SERVICES GROUP, INC. (JACKSON MS)
MS
08/21/2002 - 02/28/2006
TRUSTMARK SECURITIES, INC. (JACKSON MS)
IA
Issued 10/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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