Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Seitz is a financial advisor with LPL Financial LLC. Brian has been working in the financial services industry since December 2002 and has held previous positions at A.G. Edwards & Sons, Inc. and Edward Jones. Brian has a wide range of experience, serving a variety of clients including high-net-worth individuals, corporations, and retirement plans. Brian is registered with the state of Texas and holds the Series 63, Series 66, Series 7, and SIE licenses. Brian is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
01/31/2013 - Present
LPL Financial LLC (FRISCO TX)
TX
01/01/2008 - 02/01/2013
WELLS FARGO ADVISORS, LLC (FRISCO TX)
TX
11/22/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (FRISCO TX)
TX
12/10/2002 - 11/29/2006
EDWARD JONES (THE COLONY TX)
BOTH
Issued 01/16/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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