Unclaimed
Brian Ailes is a financial advisor with over 15 years of experience in the industry. Brian is currently registered with The Huntington Investment Co., and has previously worked at J.P. Morgan Securities LLC, Chase Investment Services Corp., and Hantz Financial Services, Inc.. Brian holds Series 7, 63, and 65 licenses and is a Certified Financial Planner. Brian specializes in portfolio management for individuals and businesses. He offers services including selection of other advisors, financial planning, educational seminars, and portfolio management for individuals and businesses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MI
05/31/2019 - Present
THE Huntington Investment Co. (Kalamazoo MI)
MI
10/01/2012 - 03/13/2013
J.P. MORGAN SECURITIES LLC (PORTAGE MI)
MI
12/18/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (PORTAGE MI)
MI
05/23/2007 - 10/14/2008
HANTZ FINANCIAL SERVICES, INC. (MIDLAND MI)
IA
Issued 10/14/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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