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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 McCleave is an Investment Advisor Representative with Fisher Investments. Brian is registered in Ohio and Texas and holds the Series 6, Series 63, Series 26, and Series 65 licenses. Brian has been in the financial services industry for over 20 years. Before joining Fisher Investments, Brian was employed at EMPOWER FINANCIAL SERVICES, INC., Prudential Investment Management Services LLC, and Nationwide Investment Services Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio assessment
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
08/13/2024 - Present
Fisher Investments (Delaware OH)
CT
04/04/2022 - 03/25/2024
EMPOWER FINANCIAL SERVICES, INC. (Hartford CT)
CT
09/02/2005 - 04/04/2022
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (HARTFORD CT)
OH
07/18/1996 - 07/13/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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