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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 Francis Chrest is an investment advisor representative with Founders Financial Securities LLC. Brian has been in the industry since February 23, 2007. Brian has a Series 6, Series 7, Series 63 and Series 65 license. Brian also holds a CPA license and has over 30 years of experience in tax preparation, accounting and business consulting. Brian is a member of the Maryland Society of Accountants and Tax Preparers. Brian's primary business is providing investment advice to individuals, corporations, charitable organizations and retirement plans. Founders Financial Securities LLC, a broker-dealer and investment advisor, specializes in providing investment advice to individuals, corporations, charitable organizations and retirement plans. The firm has over 90 investment advisors and manages over $2.9 billion in assets.
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.
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
MD
07/22/2013 - Present
Founders Financial Securities LLC (TIMONIUM MD)
MD
12/01/2009 - 07/23/2013
NATIONAL PLANNING CORPORATION (LUTHERVILLE MD)
MD
02/23/2007 - 12/01/2009
MEDALLION INVESTMENT SERVICES, INC. (LUTHERVILLE MD)
BC
Issued 07/25/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/13/2010
Series 7 - General Securities Representative Examination
BC
Issued 02/22/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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