Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian David Meyer is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial industry since August 1998. Brian is registered with the state of Ohio and Texas and has been licensed as a Registered Representative since August 2012. Brian has passed the Series 6, 7 and SIE exams. Brian is also a registered Investment Advisor Representative. Brian has been a Registered Representative with Ameriprise Financial Services, Inc. and has been a Registered Investment Advisor Representative with Ameriprise Financial Services, LLC.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
OH
09/13/2012 - Present
Ameriprise Financial Services, LLC (MIDDLETOWN OH)
MN
01/01/2007 - 08/08/2012
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
10/14/2003 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
10/14/2003 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
OH
08/20/1998 - 10/08/2003
OHIO NATIONAL EQUITIES, INC. (CINCINNATI OH)
BC
Issued 02/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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