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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Snowden is a financial advisor who has been working in the industry since 2004. Brian is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since 2021. Brian has a wide range of experience in the financial services industry, having previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Scottrade, Inc., Fidelity Brokerage Services LLC, American Express Financial Advisors Inc., IDS Life Insurance Company, and Banc of America Investment Services, Inc. Brian's current registrations include Series 6, 7, and 66. Brian is a specialist in providing financial planning and investment management services. Brian can help with portfolio management for individuals and businesses as well as pension consulting.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
04/19/2021 - Present
Raymond James Financial Services Advisors, Inc. (Cincinnati OH)
OH
08/30/2019 - 04/20/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
01/31/2006 - 03/09/2018
SCOTTRADE, INC. (CINCINNATI OH)
RI
02/25/2004 - 01/27/2006
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
MN
11/19/2002 - 12/18/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/19/2002 - 12/18/2002
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MA
01/31/2001 - 09/24/2001
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 02/14/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/07/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/09/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/30/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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