Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Masica is a registered representative with Hantz Financial Services, Inc. Brian is a Series 7, Series 24, Series 63 and Series 65 licensed professional with over 15 years of experience in the financial services industry. Brian is currently registered in 17 states. Brian is registered as a broker-dealer and an investment adviser representative. The main office location for Brian is in Romeo, MI.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
MI
02/28/2013 - Present
Hantz Financial Services, Inc. (ROMEO MI)
IA
Issued 04/16/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/16/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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