Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Holt is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry for over 20 years. Brian holds Series 7, 63, 65, and 26 licenses. Brian offers financial planning, pension consulting, educational seminars, asset allocation services, publication of periodicals, selection of other advisors, and portfolio management for businesses and individuals. Brian is registered in Alabama, Arizona, Colorado, Florida, Georgia, Kansas, Kentucky, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Brian also has previous experience working for WELLS FARGO CLEARING SERVICES, LLC, GWN SECURITIES INC., SUNTRUST INVESTMENT SERVICES, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.
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.
1
2
GA
12/09/2022 - Present
Ameriprise Financial Services, LLC (Valdosta GA)
GA
11/16/2018 - 01/04/2023
WELLS FARGO CLEARING SERVICES, LLC (VALDOSTA GA)
GA
06/23/2017 - 09/21/2018
GWN SECURITIES INC. (ADEL GA)
GA
11/08/2005 - 01/04/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
NY
11/06/2000 - 11/02/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/03/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2017
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 05/11/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/31/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 11/16/2018
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/23/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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