Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Koehl is a financial advisor with Osaic FA, Inc. Brian has over 24 years of experience in the financial services industry. Brian is registered with the state of North Carolina, and holds the Series 6, 7, 63 and 66 securities licenses. Brian provides financial planning and investment management services for individuals and businesses. Brian Koehl is committed to providing his clients with personalized financial advice and guidance.
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.
Retirement plan consulting services provided on a limited basis.
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.
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NC
08/01/2023 - Present
Osaic FA, Inc. (CHARLOTTE NC)
NJ
11/13/2007 - 08/05/2023
AIG CAPITAL SERVICES, INC. (JERSEY CITY NJ)
CT
11/07/2001 - 11/02/2007
PLANCO FINANCIAL SERVICES, LLC (HARTFORD CT)
CO
03/13/2000 - 10/31/2001
TRANSAMERICA CAPITAL, INC. (DENVER CO)
CO
06/03/1999 - 02/16/2000
BERGER DISTRIBUTORS LLC (DENVER CO)
BOTH
Issued 03/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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