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 Losh is a financial advisor registered with Ameriprise Financial Services, LLC, a large firm based in Minneapolis, Minnesota. Brian has been in the financial services industry since May 1992 and is currently licensed in Iowa and Texas. Brian has a total of 13 active licenses across the United States, including his Series 7 and Series 63 exams. He has a broad range of experience and specializes in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, portfolio management for individuals, and asset allocation services.
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.
1
2
IA
10/21/2010 - Present
Ameriprise Financial Services, LLC (West Des Moines IA)
MN
05/29/1992 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 06/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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