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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 Tutland is an investment advisor representative with Fidelity Personal And Workplace Advisors. Brian has been in the financial services industry since 2002. Brian is registered with FINRA and has licenses in 54 states. Brian is also registered with the Investment Adviser Association (IAA) and has licenses in 2 states. Brian specializes in investment advisory services, financial planning, portfolio management for individuals and businesses, and educational seminars. Brian is committed to providing clients with the highest quality investment advice and 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.
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.
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2
NH
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (MERRIMACK NH)
CO
12/20/2018 - 09/17/2019
ADVISORS ASSET MANAGEMENT, INC. (MONUMENT CO)
OH
10/18/2016 - 12/21/2018
NAVIAN CAPITAL SECURITIES LLC (CINCINNATI OH)
MN
11/12/2015 - 10/03/2016
INVESTORS CAPITAL CORP. (ST. CLOUD MN)
MN
09/03/2015 - 10/03/2016
CETERA ADVISOR NETWORKS LLC (SAINT CLOUD MN)
MN
09/03/2015 - 10/03/2016
CETERA ADVISORS LLC (SAINT CLOUD MN)
MN
09/03/2015 - 10/03/2016
CETERA FINANCIAL SPECIALISTS LLC (SAINT CLOUD MN)
MN
09/03/2015 - 10/03/2016
CETERA INVESTMENT SERVICES LLC (SAINT CLOUD MN)
IL
01/18/2011 - 09/04/2014
FIRST TRUST PORTFOLIOS L.P. (WHEATON IL)
MN
02/29/2008 - 01/21/2011
RBC CAPITAL MARKETS, LLC (MINNEAPOLIS MN)
MN
08/20/2007 - 02/29/2008
RBC CAPITAL MARKETS CORPORATION (MINNEAPOLIS MN)
MN
11/04/1999 - 08/21/2007
RBC DAIN RAUSCHER INC. (MINNEAPOLIS MN)
BOTH
Issued 07/31/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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