Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bollenbacher is a financial advisor with Raymond James Financial Services Advisors, Inc. Brian is a Certified Financial Planner and is registered with the state of Ohio, as well as Texas. Brian has over 7 years of experience in the financial services industry. Prior to joining Raymond James, Brian worked at Longbow Securities, LLC. Brian is passionate about helping individuals and families achieve their financial goals. Brian is committed to providing his clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OH
11/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (Sandusky OH)
OH
10/12/2016 - 06/18/2020
LONGBOW SECURITIES, LLC (INDEPENDENCE OH)
IA
Issued 08/28/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/23/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2017
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/09/2017
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 10/12/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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