Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Herald is a financial advisor with over 12 years of experience in the industry. Brian is registered to provide investment advice in 27 states and has passed the Series 66, Series 7, and SIE exams. Brian has previously worked with Edward Jones and is currently affiliated with both Ameriprise Financial Services, LLC and World Investment Advisors, LLC. Brian's specializations include asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses, and portfolio management for individuals. Brian offers a variety of advisory services including, but not limited to, 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.
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
10/06/2017 - Present
Ameriprise Financial Services, LLC (DUBLIN OH)
OH
01/17/2012 - 07/22/2015
EDWARD JONES (POWELL OH)
BOTH
Issued 02/21/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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