Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dana Iversen is a financial advisor with over 20 years of experience. Brian has held licenses in both New York and California, working at Morgan Stanley DW Inc. and Allstate Financial Services, LLC. Brian's expertise is in securities and investment company products/variable contracts, holding Series 6, 7, and 63 licenses. Brian is a Series SIE (Securities Industry Essentials) exam holder.
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.
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.
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2
CA
09/04/2006 - Present
Allstate Financial Services, LLC (ARROYO GRANDE CA)
NY
07/17/2000 - 01/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 09/01/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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