Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Callaghan is an investment advisor representative associated with SPC. Brian has been in the industry for over 18 years. Brian has offices in Ann Arbor and Okemos, Michigan. Brian has a Series 6, Series 63, and Series 65 license. Brian is registered to provide investment advisory services in Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Mississippi, Nevada, North Carolina, Ohio, Oregon, South Carolina, Texas, West Virginia, and Wisconsin. Brian also offers insurance products through Family Life Financials and Brian Callaghan, a company that he owns. Brian's expertise includes portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars.
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.
Consultation 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.
Seminar attendance fees
1
2
MI
08/19/2021 - Present
SPC (ANN ARBOR MI)
MI
01/24/2005 - 08/16/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (OKEMOS MI)
IA
Issued 03/29/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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