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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 Schlosser is an investment advisor representative associated with Founders Financial Securities LLC. Brian Schlosser has been in the securities industry since January 2, 1995. Brian Schlosser has a Series 6, Series 7, Series 63, and Series 65 licenses. Brian Schlosser has offices in Milford, Ohio. The firm provides services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth. The firm manages approximately $1 billion to $10 billion in assets.
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.
1
2
OH
01/05/2015 - Present
Founders Financial Securities LLC (Milford OH)
OH
12/06/2004 - 08/16/2006
INTERSECURITIES, INC. (CINCINNATI OH)
OH
01/04/2002 - 12/08/2004
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IN
02/19/1998 - 01/11/2002
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
02/19/1998 - 01/11/2002
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
01/03/1995 - 02/19/1998
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
IA
Issued 07/21/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/13/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/28/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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