Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Trainer is a financial advisor with over 38 years of experience in the financial industry. Brian is currently registered with LPL Financial LLC and holds Series 6, 7, 63 and 65 licenses. Brian previously worked with several other firms including American Portfolios Financial Services, Inc., BB&T Securities, LLC, and Cetera Investment Services LLC. Brian has a strong track record of helping clients achieve their financial goals and is committed to providing personalized service.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/15/2024 - Present
LPL Financial LLC (READING PA)
PA
02/11/2020 - 08/16/2024
AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC. (sinking spring PA)
PA
01/02/2018 - 02/10/2020
BB&T SECURITIES, LLC (BOYERTOWN PA)
PA
07/13/2016 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (BOYERTOWN PA)
PA
05/01/2012 - 07/12/2016
CETERA INVESTMENT SERVICES LLC (BOYERTOWN PA)
PA
08/01/2008 - 05/01/2012
NATIONWIDE SECURITIES, LLC (POTTSTOWN PA)
PA
09/17/2007 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (POTTSTOWN PA)
PA
12/04/1985 - 08/21/2007
PRUCO SECURITIES, LLC. (PINE FORGE PA)
IA
Issued 03/03/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2003
Series 7 - General Securities Representative Examination
BC
Issued 12/03/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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