Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kapur is a financial advisor registered with Oneamerica Securities, Inc. Brian has been in the industry since 2000. Brian is licensed to provide financial services in Illinois and Virginia and specializes in investment management for individuals and businesses.
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.
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
IL
08/01/2017 - Present
Oneamerica Securities, Inc. (Lincolnshire IL)
IL
08/04/2016 - 07/31/2017
HORNOR, TOWNSEND & KENT, INC. (CHICAGO IL)
IL
01/02/2015 - 08/03/2016
MSI FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
08/05/2010 - 01/02/2015
NEW ENGLAND SECURITIES (CHICAGO IL)
IL
08/04/2004 - 07/13/2010
NYLIFE SECURITIES LLC (DEERFIELD IL)
IL
11/24/1999 - 07/08/2004
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BC
Issued 12/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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