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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 Couzens is an investment advisor representative currently registered with Avantax Advisory Services in Dallas, Texas. Brian Couzens has over 20 years of experience in the financial services industry and previously held positions at firms such as Chase Investment Services Corp., Securian Financial Services, Inc., Citigroup Global Markets Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Brian Couzens has a Series 7 General Securities Representative Examination and a Series 66 Uniform Combined State Law Examination. Brian Couzens specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
08/30/2021 - Present
Avantax Advisory Services (DALLAS TX)
IN
09/23/2005 - 09/25/2009
CHASE INVESTMENT SERVICES CORP. (CARMEL IN)
MN
08/25/2004 - 08/30/2005
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
NY
02/26/2004 - 05/21/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MN
10/10/2003 - 12/09/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/10/2003 - 12/09/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/09/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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