Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Trujillo is a financial advisor who has been in the industry since 2002. Brian has worked with both Morgan Stanley Smith Barney and Citigroup Global Markets Inc. before joining Raymond James & Associates, Inc. in 2012. Brian specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. He is a Certified Financial Planner and holds Series 7, 31, and 66 securities licenses. Brian is registered to provide investment advice in 31 states and the District of Columbia.
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.
Please see note in schedule d - miscellaneous
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.
1
2
CO
04/13/2012 - Present
Raymond James & Associates, Inc. (DENVER CO)
CO
06/01/2009 - 04/18/2012
MORGAN STANLEY SMITH BARNEY (ENGLEWOOD CO)
CO
03/19/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
BOTH
Issued 03/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Trujillo is the right advisor for you? Invested Better is here to help.
