Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dunn is a financial advisor who has been in the industry since 2015. Brian is currently registered with Peachtree P.C. Investors, LLC and holds licenses for Series 6, 7, 63, and SIE. Brian has prior experience with Cabot Lodge Securities LLC, ShopOff Securities, Inc., and SagePoint Financial, Inc.
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.
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.
1
2
GA
10/27/2022 - Present
Peachtree P.C. Investors, LLC (Atlanta GA)
IL
06/01/2018 - 11/04/2022
CABOT LODGE SECURITIES LLC (SCHAUMBURG IL)
CA
05/15/2017 - 05/30/2018
SHOPOFF SECURITIES, INC. (IRVINE CA)
CA
08/26/2015 - 03/31/2017
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
BC
Issued 11/25/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/26/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Dunn is the right advisor for you? Invested Better is here to help.
