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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 Gerrans is a financial advisor with over 23 years of experience in the industry. Brian Gerrans is registered with LPL Financial LLC in Norton Shores, MI. Brian Gerrans has a wide range of experience, specializing in a variety of areas including portfolio management for businesses and individuals, financial planning, pension consulting, and educational seminars. Brian Gerrans holds the Series 6, Series 7, Series 63 and Series 65 licenses. Brian Gerrans has been a Certified Financial Planner since 1999.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MI
07/21/2021 - Present
LPL Financial LLC (NORTON SHORES MI)
MI
06/17/1999 - 07/21/2021
WADDELL & REED (Norton Shores MI)
IA
Issued 03/30/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2009
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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