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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 Pomarlen is an investment advisor representative at Ameriprise Financial Services, LLC. Brian has been in the industry since February 27, 1996. Brian has Series 7, 31, and SIE licenses and the Uniform Combined State Law Examination. Brian has registered with the Securities and Exchange Commission (SEC) and is registered to provide investment advice in 23 states. Brian is also registered with FINRA. Brian has been employed by Ameriprise Financial Services, LLC since March 2020. Brian was also employed by Ameriprise Financial Services, Inc. since November 2012. Brian has a background in investment management and financial planning. Brian specializes in working with individuals, families, and businesses. Brian is committed to providing personalized financial advice to help clients reach their financial goals.
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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2
NJ
05/06/2014 - Present
Ameriprise Financial Services, LLC (SADDLE BROOK NJ)
NJ
06/01/2009 - 10/25/2012
MORGAN STANLEY (PARAMUS NJ)
NJ
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PARAMUS NJ)
NJ
02/12/1999 - 04/02/2007
MORGAN STANLEY DW INC. (PARAMUS NJ)
NY
02/13/1996 - 02/08/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 11/17/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/31/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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