Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Eugene Marsee is a financial advisor with over 13 years of experience in the industry. Brian has been registered with LPL Financial LLC since 2011, and previously held positions with MetLife Securities Inc., UVEST Financial Services Group, Inc. and Lincoln Financial Advisors Corporation. Brian holds Series 7, 9, 24, and 66 licenses and is registered in 53 states and 2 jurisdictions. Brian specializes in providing a variety of financial services, including financial planning, portfolio management, pension consulting, and educational seminars.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/25/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
01/21/2014 - 06/30/2014
METLIFE SECURITIES INC. (CHARLOTTE NC)
NC
10/04/2011 - 12/17/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
02/05/2010 - 11/15/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
IN
06/23/2009 - 06/26/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
BOTH
Issued 10/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/26/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/23/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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