Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Jesse Singleton is a financial advisor with over 19 years of experience in the industry. Singleton is currently registered with Ameriprise Financial Services, LLC and holds Series 7 and Series 66 licenses. Singleton's previous experience includes positions at LPL Financial LLC, CUNA Brokerage Services, Inc., and Edward Jones. Singleton has a strong background in providing financial advice to individuals, families, and businesses, and he is committed to helping clients achieve their financial goals. Singleton specializes in investment advice, retirement planning, college savings, and estate planning. Singleton is a Certified Financial Planner™ professional and is also a licensed insurance agent. Singleton is committed to providing clients with personalized financial advice and guidance.
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
ID
08/12/2024 - Present
Ameriprise Financial Services, LLC (Pocatello ID)
ID
06/02/2008 - 10/05/2023
LPL FINANCIAL LLC (POCATELLO ID)
ID
07/18/2006 - 06/03/2008
CUNA BROKERAGE SERVICES, INC. (POCATELLO ID)
ID
10/05/2004 - 05/17/2006
EDWARD JONES (IDAHO FALLS ID)
BOTH
Issued 12/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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