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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Davin is a financial advisor with Ameriprise Financial Services, LLC. Brian has been working in the financial services industry since April 1, 2014. Brian has experience in providing financial planning services to individuals and businesses. Brian is registered with the state of Ohio as a Registered Investment Advisor (IA) and as a Broker-Dealer (BD). Brian has held licenses with several other firms, including J.P. Morgan Securities LLC and The Huntington Investment Company.
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
10/09/2023 - Present
Ameriprise Financial Services, LLC (CANTON OH)
OH
01/18/2019 - 10/07/2023
J.P. MORGAN SECURITIES LLC (WARREN OH)
OH
03/26/2014 - 01/10/2019
THE HUNTINGTON INVESTMENT COMPANY (WARREN OH)
BOTH
Issued 09/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2018
Series 7 - General Securities Representative Examination
BC
Issued 03/26/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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