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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 Dyvig is a financial advisor with Fidelity Personal And Workplace Advisors. Brian has over 20 years of experience in the financial services industry. Brian has a strong track record of helping clients achieve their financial goals. Brian is a Certified Financial Planner™ professional. Brian specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Brian holds Series 7, 9, 10, 24, 31, and 66 securities licenses, and is also registered as an investment advisor representative in Minnesota and Texas. Brian is committed to providing his clients with personalized financial advice and services that meet their unique needs.
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
MA
09/09/2022 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
MN
01/31/2011 - 12/09/2013
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
08/16/2007 - 12/31/2010
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/09/2004 - 11/30/2006
MARSHALL FINANCIAL, INC. (MINNEAPOLIS MN)
NY
08/07/2002 - 02/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/07/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 08/06/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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