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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 Burkhardt is a financial advisor with Ameriprise Financial Services, LLC, and has over 15 years of experience in the financial services industry. Brian is a Certified Financial Planner (CFP®) and holds both Series 7 and Series 63 securities licenses as well as Series 65 investment advisor representative licenses. He has held previous roles at Merrill Lynch, Pierce, Fenner & Smith Incorporated and HSBC Securities (USA) Inc. Brian serves clients of all types including individuals, high net worth individuals, trusts/estates, corporations/businesses, 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 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.
A percentage of the total value of assets under management is charged.
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NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (Buffalo NY)
NY
08/31/2011 - 07/06/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSVILLE NY)
NY
02/07/2011 - 07/21/2011
HSBC SECURITIES (USA) INC. (BUFFALO NY)
NY
06/27/2007 - 01/24/2011
M&T SECURITIES, INC. (BUFFALO NY)
IA
Issued 01/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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