Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Venn is a financial advisor with Ameriprise Financial Services, LLC based in San Diego, CA. Brian has over 20 years of experience in the financial services industry. Brian has a Series 7, Series 63, Series 65, Series 9, Series 10, Series 24, Series 52, and Series 53 licenses, along with the SIE exam. Brian holds the Certified Financial Planner designation. Brian's previous experience includes roles at CUSO Financial Services, L.P., U.S. Bancorp Investments, Inc., Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, WM Financial Services, Inc., MetLife Investors Distribution Company, Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, Edward D. Jones & Co., L.P. and Euro Pacific Capital, Inc.
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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CA
08/02/2021 - Present
Ameriprise Financial Services, LLC (San Diego CA)
CA
01/08/2020 - 08/02/2021
CUSO FINANCIAL SERVICES, L.P. (La Mesa CA)
MO
04/06/2015 - 01/03/2020
U.S. BANCORP INVESTMENTS, INC. (INDEPENDENCE MO)
CA
01/04/2013 - 03/11/2015
J.P. MORGAN SECURITIES LLC (SANTA BARBARA CA)
CA
01/03/2011 - 01/08/2013
WELLS FARGO ADVISORS, LLC (SANTA BARBARA CA)
CA
09/09/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SANTA BARBARA CA)
CA
06/30/2004 - 08/30/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
04/07/2003 - 06/18/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IN
12/11/2000 - 04/02/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
12/11/2000 - 04/02/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MN
06/29/2000 - 12/06/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CT
02/28/2000 - 06/05/2000
EURO PACIFIC CAPITAL, INC. (WESTPORT CT)
MO
02/17/1999 - 06/04/1999
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/01/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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