Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Self is an active investment advisor representative with over a decade of experience in the financial services industry. Brian has held various positions at several firms, including J.P. Morgan Securities LLC, Edward Jones, and Citizens Securities, Inc. Brian is currently registered as a representative with LPL Financial LLC, where Brian provides financial planning and investment management services to individuals, businesses, and retirement plans. Brian is a Series 7, 9, 10, 66, and SIE licensed professional.
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.
1
2
OH
03/15/2023 - Present
LPL Financial LLC (CHARGIN FALLS OH)
OH
06/04/2021 - 03/17/2023
KEY INVESTMENT SERVICES LLC (BROOKLYN OH)
OH
11/06/2020 - 05/26/2021
J.P. MORGAN SECURITIES LLC (Oregon OH)
OH
03/29/2018 - 10/27/2020
CITIZENS SECURITIES, INC. (MAUMEE OH)
OH
05/10/2013 - 03/09/2018
SCOTTRADE, INC. (TOLEDO OH)
SC
12/17/2010 - 12/12/2012
EDWARD JONES (CHARLESTON SC)
BOTH
Issued 06/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/16/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/13/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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