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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 Freund has been a registered investment advisor representative since 2001. Brian's experience spans multiple firms, including Stifel, Nicolaus & Company, Incorporated and H&R Block Financial Advisors, Inc. Brian joined Stifel Independent Advisors, LLC in 2004 and currently holds active licenses in both Missouri and Texas. Brian offers a range of services including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for both businesses and individuals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MO
01/14/2020 - Present
Stifel Independent Advisors, LLC (O'FALLON MO)
MO
11/16/2001 - 12/31/2003
STIFEL, NICOLAUS & COMPANY, INCORPORATED (ST. LOUIS MO)
MI
05/31/1994 - 11/26/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 10/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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