Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Addy is a financial professional with over 5 years of experience in the industry. Brian is currently registered with MML Investors Services, LLC and is located in Shreveport, Louisiana. Brian has a Series 6 license and has passed the Securities Industry Essentials Examination. Brian has previously held positions at MSI Financial Services, INC. and New England Securities. Brian’s specialties include providing asset allocation programs, financial planning, educational seminars, portfolio management for individuals and businesses and the selection of other advisors.
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
LA
03/25/2017 - Present
MML Investors Services, LLC (SHREVEPORT LA)
LA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (SHREVEPORT LA)
LA
04/04/2012 - 01/02/2015
NEW ENGLAND SECURITIES (SHREVEPORT LA)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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