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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 Card is an investment advisor representative associated with Midwestern Securities Trading Company, LLC. Brian is a registered investment advisor representative in 17 states and has been in the industry since 2004. Brian has experience in financial planning, portfolio management for businesses and individuals, and pension consulting. Brian provides investment advisory services to a wide range of clients, including high-net-worth individuals, corporations and other businesses, and individuals other than high-net-worth.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for 401(k) retirement plans defined in section 3(38) of erisa rules
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.
A percentage of assets under 3rd party management
1
2
IL
01/05/2021 - Present
Midwestern Securities Trading Company, LLC (EAST PEORIA IL)
IN
03/10/2008 - 03/12/2010
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LAFAYETTE IN)
IN
06/27/2005 - 03/10/2008
COMMONWEALTH FINANCIAL NETWORK (LAFAYETTE IN)
GA
08/11/2004 - 06/09/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 12/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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