Unclaimed
Brian Meidlinger is a financial professional with over 14 years of experience in the industry. Brian is currently registered with iCapital Markets LLC and has a strong background in securities and investment company products. Previously, Brian was with FNEX Capital, LLC, OppenheimerFunds Distributor, Inc. and Carillon Fund Distributors, Inc. Brian's expertise includes Series 6, Series 7, and SIE licenses.
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.
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.
1
2
NY
01/08/2024 - Present
Icapital Markets LLC (NEW YORK NY)
IN
06/18/2019 - 01/03/2024
FNEX CAPITAL, LLC (INDIANAPOLIS IN)
NY
09/11/2018 - 05/31/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
FL
04/04/2014 - 08/30/2018
CARILLON FUND DISTRIBUTORS, INC. (ST. PETERSBURG FL)
IA
02/25/2010 - 04/07/2014
TRANSAMERICA INVESTORS SECURITIES CORPORATION (CEDAR RAPIDS IA)
BC
Issued 03/11/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 02/24/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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