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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 Carney is a financial advisor with Riversedge Advisors. Brian has been a registered investment advisor since 2002. Brian is a Certified Financial Planner and a Chartered Financial Consultant. Brian specializes in providing financial planning and investment management services for individuals, businesses, and retirement plans.
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.
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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DE
10/09/2018 - Present
Riversedge Advisors (WILMINGTON DE)
DE
10/01/2018 - 11/29/2019
PURSHE KAPLAN STERLING INVESTMENTS (Wilmington DE)
DE
01/02/2014 - 10/15/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
DE
04/03/2009 - 12/31/2013
M HOLDINGS SECURITIES, INC. (NEWARK DE)
DE
10/03/2001 - 02/24/2009
SECURIAN FINANCIAL SERVICES, INC. (NEWARK DE)
IA
Issued 04/24/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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