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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 Ewell is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial industry for over 10 years and holds both Series 7 and Series 66 licenses. Brian specializes in providing financial planning, portfolio management and asset allocation services to individuals, businesses, charitable organizations, trusts and estates, pension and profit-sharing plans, insurance companies, and state or municipal government entities. Brian's previous experience includes working with Edward Jones. Brian is registered to provide financial advice in 26 states, and is an active member of the Boulder Dam Chapter in Salt Lake City, Utah.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NV
06/16/2023 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NV
02/17/2015 - 06/29/2023
EDWARD JONES (BOULDER CITY NV)
MO
09/23/2014 - 11/11/2014
EDWARD JONES (ST. LOUIS MO)
NY
02/04/1998 - 08/27/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/17/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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