Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Charles Baumeister is a registered investment advisor representative with Stephens. Brian has been in the industry since June 3, 2008. Brian is licensed in Arkansas, Mississippi, New Jersey, North Carolina, Tennessee, and Texas. Brian is also a registered investment advisor in Tennessee. Brian has experience in providing financial planning and portfolio management services for individuals and businesses. Brian has a strong track record of success in helping clients achieve their financial 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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TN
04/16/2024 - Present
Stephens (Lakeland TN)
TN
11/22/2011 - 06/01/2015
STERNE, AGEE & LEACH, INC. (MEMPHIS TN)
TN
03/25/2008 - 11/14/2011
FTN FINANCIAL SECURITIES CORP (MEMPHIS TN)
IA
Issued 04/10/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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