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 Vail is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Raymond James Financial Services Advisors, Inc. and is licensed to offer investment advice in several states. Brian has held previous roles with Ameriprise Financial Services, LLC and IDS Life Insurance Company. Brian specializes in financial planning, portfolio management and pension consulting for a wide range of clients including individuals, businesses and institutions. Brian is committed to providing personalized financial advice to help clients achieve their 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NY
07/21/2021 - Present
Raymond James Financial Services Advisors, Inc. (Bohemia NY)
NY
09/04/1996 - 08/12/2020
AMERIPRISE FINANCIAL SERVICES, LLC (BOHEMIA NY)
MN
09/04/1996 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 09/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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