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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 Medina is an investment advisor representative at T. Rowe Price Associates, Inc. Brian has been in the financial services industry since 1997. Brian has a wide range of experience, having worked at multiple firms such as Invesco Distributors, Inc., OppenheimerFunds Distributor, Inc., and A. G. Edwards & Sons, Inc. Brian is currently registered to provide investment advisory services in California and Maryland. Brian holds the Series 6, 7, 63, 65, and 66 licenses. Brian's specializations include financial planning, portfolio management, and selection of other advisors. Brian has been moderating whiskey tastings on the side for the last year.
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.
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.
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.
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.
1
2
CA
09/30/2021 - Present
T. Rowe Price Associates, Inc. (Glendale CA)
TX
05/25/2019 - 04/21/2021
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
NY
04/30/2003 - 05/25/2019
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
MO
01/16/2002 - 03/12/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
RI
02/06/1998 - 09/18/2001
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
02/03/1997 - 01/09/1998
CITIZENS INVESTMENT SECURITIES, INC. (JOHNSTON RI)
IA
Issued 09/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 01/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/05/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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