Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian C. Lamone is a financial advisor with United Advisors America, a registered investment advisor. Brian has been in the financial services industry since 2004. Brian is registered with the states of Iowa, Kansas, and Missouri and has passed the Series 6, 7, 24, 63, and 66 exams. Brian provides financial planning and portfolio management services to individuals and high-net-worth individuals. Brian also works with insurance clients through Alliance America Corporation offering life and health insurance and fixed annuities.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MO
03/13/2018 - Present
United Advisors America (Kansas City MO)
KS
10/30/2013 - 03/20/2018
WADDELL & REED (MANHATTAN KS)
MO
09/10/2004 - 12/02/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (KANSAS CITY MO)
BOTH
Issued 11/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2014
Series 24 - General Securities Principal Examination
BC
Issued 03/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 09/09/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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