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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 James Park is an investment advisor representative registered with Harvest Investment Services, LLC. Brian has been in the industry since 2014. Brian has been registered with Harvest Investment Services, LLC since 2015. Brian has passed the Series 63, Series 65, Series 7 and SIE exams. Brian's registrations include investment advisor in California. Brian is also a Founder/CEO of GLOCAL OUTREACH, a non-profit organization. Brian is licensed to provide investment advisory services to individuals, high-net-worth individuals, businesses, and pooled investment vehicles. Brian offers financial planning, pension consulting, and selection of other advisors. Brian's current firm Harvest Investment Services, LLC is based in Oakbrook Terrace, Illinois.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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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CA
10/29/2015 - Present
Harvest Investment Services, LLC (Riverside CA)
CA
10/14/2014 - 07/19/2018
PROEQUITIES, INC. (RIVERSIDE CA)
IA
Issued 10/15/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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