Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McConnell is a financial advisor in Ontario, Ohio. Brian has been in the financial services industry since 2007 and is currently registered with Ameriprise Financial Services, LLC. Brian's previous employers include Raymond James Financial Services, Inc. and Key Investment Services LLC. Brian holds Series 6, 7, and 63 licenses as well as the SIE. Brian specializes in asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.
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.
Asset allocation services
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.
1
2
OH
01/22/2019 - Present
Ameriprise Financial Services, LLC (Ontario OH)
OH
04/05/2017 - 01/25/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (BUCYRUS OH)
OH
12/07/2006 - 05/23/2016
KEY INVESTMENT SERVICES LLC (MANSFIELD OH)
BC
Issued 01/08/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 12/06/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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