Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Guinter is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Bok Financial Securities, Inc., and is licensed in 51 states. He has been in the financial services industry since 2003 and has worked with Truist Securities, Inc. and NBC Capital Markets Group, Inc. Brian offers financial planning, portfolio management, and educational seminars. He specializes in working with high net worth individuals, individuals other than high net worth, corporations or other businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Furnishes advice about securities in any manner not described above.
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.
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2
TN
02/06/2024 - Present
BOK Financial Securities, Inc. (Memphis TN)
TN
02/22/2005 - 01/25/2024
TRUIST SECURITIES, INC. (MEMPHIS TN)
TN
03/18/2003 - 02/22/2005
NBC CAPITAL MARKETS GROUP, INC. (MEMPHIS TN)
BC
Issued 04/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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