Unclaimed
Brian Vanhouwe is a financial advisor with over 38 years of experience in the financial services industry. Brian is currently registered with Pinnacle Investments, LLC and has a strong track record of providing personalized financial advice to individuals and families. Brian has experience providing financial planning, educational seminars, and portfolio management services. Brian's commitment to providing exceptional client service is reflected in the numerous positive reviews and testimonials from his clients. Brian holds a Series 6 and Series 63 license and has completed the Securities Industry Essentials Exam.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Educational workshops
1
2
RI
12/26/2019 - Present
Pinnacle Investments, LLC (NORTH SMITHFIELD RI)
RI
01/01/2010 - 07/10/2019
ESSEX SECURITIES LLC (NORTH SMITHFIELD RI)
RI
05/16/2008 - 01/01/2010
INVESTORS CAPITAL CORP. (NORTH SMITHFIELD RI)
RI
05/21/2002 - 03/04/2008
SECURIAN FINANCIAL SERVICES, INC. (WARWICK RI)
NJ
11/14/1983 - 04/29/2002
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/23/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/14/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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