Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian James Cahal is a financial advisor with Sentry Equity Services, Inc., located in Stevens Point, WI. Brian has been in the financial services industry since 2007. He has a Series 7, Series 63, and Series 66 securities license, as well as a SIE license. Brian has experience with Edward Jones, MML Distributors, LLC, Princor Financial Services Corporation, and Fidelity Brokerage Services LLC.
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.
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.
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2
WI
09/22/2023 - Present
Sentry Equity Services, Inc. (STEVENS POINT WI)
OH
02/01/2021 - 09/14/2023
EDWARD JONES (UPPER ARLINGTON OH)
MA
07/23/2014 - 12/31/2020
MML DISTRIBUTORS, LLC (SPRINGFIELD MA)
OH
10/06/2009 - 07/09/2014
PRINCOR FINANCIAL SERVICES CORPORATION (DUBLIN OH)
MA
01/03/2007 - 02/12/2009
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
BOTH
Issued 03/26/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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