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 Horan is an Investment Advisor Representative with West Financial Services, Inc. in McLean, VA. Brian is licensed in Virginia. Brian has 28 years of experience in the financial services industry. Brian's previous employers include PNC INVESTMENTS, Charles Schwab & Co., Inc., and Olde Discount Corporation. Brian has experience working with corporations or other businesses, charitable organizations, high net worth individuals, individuals other than high net worth, 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.
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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VA
08/11/2017 - Present
West Financial Services, Inc. (MCLEAN VA)
MD
12/08/2015 - 08/02/2017
PNC INVESTMENTS (BETHESDA MD)
VA
10/14/2005 - 09/04/2014
CHARLES SCHWAB & CO., INC. (VIENNA VA)
TX
04/12/1996 - 11/16/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
08/11/1993 - 04/22/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 04/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/1995
Series 24 - General Securities Principal Examination
BC
Issued 09/11/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 08/02/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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