Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Edward Foland is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. in Spokane, WA. Brian is a Series 7 and Series 63 licensed professional. He is also a licensed Investment Advisor Representative and holds a Series 65 license. Brian has been a registered representative with Securities America, Inc. since 1998. Brian provides financial advisory services to a variety of clients, including individuals, corporations, and charitable organizations. Brian specializes in financial planning, portfolio management, and retirement planning. He is committed to providing his clients with personalized service and helping them achieve their financial goals.
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.
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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WA
06/14/2024 - Present
Osaic Wealth, Inc. (SPOKANE WA)
WA
12/11/1998 - 06/14/2024
SECURITIES AMERICA, INC. (SPOKANE WA)
IA
Issued 02/18/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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