Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mundey is a financial professional with over 15 years of experience in the industry. Brian is currently registered with Lincoln Investment and has been with the firm since January 2011. Brian has previously worked at Great American Advisors, Inc. and Fifth Third Securities, Inc. Brian is licensed to provide financial advice in California. Brian specializes in providing financial planning services to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth individuals.
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.
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
PA
01/24/2011 - Present
Lincoln Investment (Fort Washington PA)
OH
08/10/2006 - 09/28/2010
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
OH
11/01/2005 - 06/12/2006
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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