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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kiefer is an investment advisor representative with Ameriprise Financial Services, LLC, registered in the state of Maine. Brian has been in the securities industry for 20 years. Brian has experience working with individual investors, high-net-worth individuals, corporations, and businesses. Brian provides asset allocation, financial planning, and portfolio management services. Brian has a Series 6, 7, 24, 26, 63, and 66 licenses. Brian is also registered with the state of Maine as an investment advisor representative.
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.
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2
MA
07/12/2023 - Present
Ameriprise Financial Services, LLC (ARLINGTON MA)
MN
02/29/2016 - 07/12/2023
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MA
03/19/2015 - 11/17/2015
NORTHERN TRUST SECURITIES, INC. (BOSTON MA)
MN
02/24/2012 - 03/04/2015
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MA
01/22/2008 - 12/07/2011
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
05/14/2003 - 01/11/2008
GUARDIAN INVESTOR SERVICES LLC (QUINCY MA)
BOTH
Issued 06/28/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/2008
Series 24 - General Securities Principal Examination
BC
Issued 11/10/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2004
Series 7 - General Securities Representative Examination
BC
Issued 05/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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