Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zellner is a financial advisor with over 15 years of experience in the industry. Brian currently works for D.a. Davidson & Co. in GREAT FALLS, MT. Brian has previously worked for LPL FINANCIAL LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, UVEST FINANCIAL SERVICES GROUP, INC., and LPL FINANCIAL CORPORATION. Brian has a strong background in financial planning and portfolio management. Brian specializes in working with individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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MT
04/16/2018 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
VT
03/07/2013 - 11/30/2016
LPL FINANCIAL LLC (NORTHFIELD VT)
NC
08/22/2011 - 03/01/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NC
09/10/2010 - 08/16/2011
LPL FINANCIAL LLC (CHARLOTTE NC)
NC
02/17/2009 - 03/19/2010
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
05/23/2008 - 03/17/2010
LPL FINANCIAL CORPORATION (CHARLOTTE NC)
MA
10/12/2000 - 03/22/2002
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/03/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/11/2024
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/07/2009
Series 4 - Registered Options Principal Examination
BC
Issued 12/17/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/18/2008
Series 24 - General Securities Principal Examination
BC
Issued 08/23/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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