Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ferry is a registered investment advisor with Charles Schwab Investment Management, Inc. Brian is based out of the CLEVELAND, OH office. Brian holds the Series 65 license and has passed the Uniform Investment Adviser Law Examination. Brian is also a Chartered Financial Analyst. Brian has been in the industry since 2014. Brian has experience with portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Brian's experience includes Wasmer Schroeder and Charles Schwab Investment Management, Inc.
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.
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.
Strategic management for diversified investment portfolios.
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.
Costs
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OH
07/02/2020 - Present
Charles Schwab Investment Management, Inc. (CLEVELAND OH)
IA
Issued 11/26/2013
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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