Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Amper is a financial advisor with Edelman Financial Engines, working in the Burlington, MA office. Brian has been in the financial services industry since 2001. Brian is registered with the state of Massachusetts. Brian is also a Certified Financial Planner. Brian's previous roles include positions with EF Legacy Securities, LLC, Sanders Morris Harris LLC, and Fidelity Brokerage 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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MA
11/01/2018 - Present
Edelman Financial Engines (BURLINGTON MA)
MA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (BURLINGTON MA)
MA
01/28/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (NEWTON MA)
MA
08/22/2001 - 05/05/2010
FIDELITY BROKERAGE SERVICES LLC (BOSTON MA)
BOTH
Issued 04/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/01/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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