Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Heiss is a registered investment advisor representative with Ameritas Advisory Services, LLC, located in Copley, OH. Brian has been in the financial services industry since 2011. Brian has experience with Ameritas Advisory Services, LLC as well as Private Client Services, LLC, Investment Centers of America, Inc., SII Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds FINRA Series 7, 24, and 66 licenses and is registered in Indiana and Ohio.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Solicitor fees
1
2
OH
11/01/2021 - Present
Ameritas Advisory Services, LLC (COPLEY OH)
KY
02/22/2018 - 07/05/2018
PRIVATE CLIENT SERVICES, LLC (LOUISVILLE KY)
WI
11/29/2016 - 02/01/2018
INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)
OH
01/02/2013 - 02/01/2018
SII INVESTMENTS, INC. (FAIRVIEW PARK OH)
OH
08/18/2011 - 12/04/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AKRON OH)
BOTH
Issued 09/16/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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