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 Lake is a registered representative with Ameriprise Financial Services, LLC. Brian has been in the securities industry since November 29, 2000. Brian holds the Series 7, Series 9, Series 10, Series 23, Series 24, and Series 66 securities licenses. Brian is registered with the state of Ohio. Brian is also a licensed insurance agent in Ohio. Brian is currently affiliated with Ameriprise Financial Services, LLC. Brian is a licensed agent in 31 states.
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
OH
06/15/2018 - Present
Ameriprise Financial Services, LLC (MARIETTA OH)
MN
11/29/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 12/19/2007
Series 23 - General Securities Principal Sales Supervisor
BC
Issued 11/29/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/27/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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