Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Koch is a financial advisor with Voya Financial Advisors, Inc. Brian has been in the industry since 2012. Brian has an active Series 66 license and is registered with the states of Florida, Georgia, Michigan, North Carolina, Ohio, Pennsylvania, Texas, and Virginia. Brian also holds a Series 7 license. Brian has been registered with Voya Financial Advisors, Inc. since 2015 and specializes in retirement planning, financial planning, and portfolio management. Brian is also a licensed independent insurance agent and owner of Koch Cushing Financial Group.
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.
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.
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
OH
06/02/2019 - Present
Voya Financial Advisors, Inc. (NORTH CANTON OH)
OH
02/05/2015 - 10/22/2015
TRIAD ADVISORS, INC. (Valley View OH)
OH
03/16/2012 - 02/05/2015
SIGMA FINANCIAL CORPORATION (VALLEY VIEW OH)
BOTH
Issued 12/08/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Koch is the right advisor for you? Invested Better is here to help.
