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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 William Jensen is an investment advisor representative with Edelman Financial Engines. Brian has been in the industry since 1991 and has experience in various roles in the financial services industry. Brian is registered with the state of Illinois and Texas and has a Series 63 and Series 66. Brian has also passed the Series 7, Series 8, and Series 24 exams. Brian has previously worked at TD Waterhouse Investor Services, Inc. and Waddell & Reed, Inc. Brian is a passive investor in Cultive, a legal marijuana farm and distribution business in Humboldt County, California.
Hawthorn Woods, IL
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
IL
11/16/2016 - Present
Edelman Financial Engines (Hawthorn Woods IL)
NE
10/31/1991 - 05/30/2003
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
KS
06/21/1991 - 10/08/1991
WADDELL & REED, INC. (OVERLAND PARK KS)
BOTH
Issued 10/8/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 6/28/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/6/1996
Series 24 - General Securities Principal Examination
BC
Issued 12/17/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 6/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
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