Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bolek is a financial advisor who has been in the industry since 1996. Brian is currently registered with First Heartland Consultants, Inc. and has been with this firm since 2001. Prior to that, Brian worked for Marquis Financial Services, Inc., Fifth Third Securities, Inc., Wedgewood Partners, Inc. and Pinnacle Financial Consultants, Inc.. Brian is licensed to provide financial advice in Indiana and has several other licenses and registrations in various states. Brian has a series of exams, including the Series 6, 7, 63, and 65. Brian offers financial planning, pension consulting, educational seminars, and portfolio management for businesses and 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.
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
IN
08/28/2001 - Present
First Heartland Consultants, Inc. (PORTAGE IN)
CA
02/22/2001 - 07/25/2001
MARQUIS FINANCIAL SERVICES, INC. (TARZANA CA)
OH
02/25/2000 - 02/22/2001
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
MO
05/04/1998 - 02/25/2000
WEDGEWOOD PARTNERS, INC. (ST. LOUIS MO)
IN
10/04/1996 - 05/11/1998
PINNACLE FINANCIAL CONSULTANTS, INC. (VALPARAISO IN)
IA
Issued 04/24/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Bolek is the right advisor for you? Invested Better is here to help.
