Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jeffrey Hamel is a financial advisor with Schwab Wealth Advisory, Inc. Brian has been in the industry for 32 years. Brian is registered with 23 states and is also registered with the state of Indiana as an Investment Advisor Representative (IAR). Brian also has his Series 6, 7, 26 and 66 licenses. Brian is based out of the Indianapolis office. Brian has experience working with individual and business clients.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
04/01/2013 - Present
Schwab Wealth Advisory, Inc. (INDIANAPOLIS IN)
GA
06/26/2007 - 03/02/2012
SOUTHEASTERN ADVISORY GROUP, INC. (ATLANTA GA)
IN
03/29/2005 - 06/29/2005
CONSECO EQUITY SALES, INC. (CARMEL IN)
GA
11/01/2002 - 01/31/2005
SYNOVUS SECURITIES, INC. (COLUMBUS GA)
MA
01/20/1996 - 04/11/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/20/1996 - 04/11/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
12/08/1988 - 03/20/1995
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/08/1988 - 03/20/1995
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NA
02/27/1986 - 11/30/1988
TRAVELERS EQUITIES SALES, INC.
BOTH
Issued 12/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/28/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/26/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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