Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Haloossim is an Investment Advisor Representative with Alliancebernstein LP. Brian is a registered investment advisor in 37 states. Brian has been in the industry since 2003 and has a Series 66, Series 7, Series 9, Series 10, and Series 31 license. Brian has specializations in asset allocation, financial planning, portfolio management for businesses, portfolio management for individuals, portfolio management for investment companies, and portfolio management for pooled investment vehicles. Brian also serves on the advisory board of Qloo Inc., a technology services company focused on entertainment and culture.
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.
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.
Asset allocation
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
10/28/2013 - Present
Alliancebernstein LP (LOS ANGELES CA)
BOTH
Issued 10/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 10/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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