Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Guild is a registered investment advisor representative with Bankers Life Advisory Services, Inc. Brian has been in the financial services industry since May 2015. He has a Series 7, Series 66, and SIE license. Brian's previous employment was with ProEquities, Inc. Currently Brian provides services in Florida, Georgia, New Hampshire, New York, North Carolina, South Carolina, and Virginia. Brian Guild focuses on financial planning, educational seminars, and portfolio management for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
Non-discretionary investment consulting services
1
2
NC
11/22/2016 - Present
Bankers Life Advisory Services, Inc. (Charlotte NC)
NC
05/19/2015 - 05/26/2016
PROEQUITIES, INC. (CHARLOTTE NC)
BOTH
Issued 06/06/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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