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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Battle is an Investment Advisor Representative with Ameriprise Financial Services, LLC. Brian has been in the financial industry since 1994, working with a variety of clients. Brian's primary focus is on building long-term relationships with clients to help them achieve their financial goals. Brian holds licenses in both North Carolina and Texas and is licensed to sell securities and investment advisory products and services in several states. Brian specializes in providing portfolio management, financial planning, and asset allocation services to his clients.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NC
05/01/2013 - Present
Ameriprise Financial Services, LLC (CHARLOTTE NC)
MN
06/03/1994 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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