Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian John Clouse is a financial professional with over 18 years of experience in the industry. Brian is currently registered with Newedge Advisors as an Investment Advisor Representative in Pennsylvania. Brian has also worked with Newedge Securities, Inc. and Ameriprise Financial Services, Inc. Brian holds a Series 7, Series 66, Series 79TO, and SIE licenses. Brian's areas of specialization include financial planning, pension consulting, and portfolio management for both businesses and individuals. Brian is committed to providing personalized financial advice and helping clients achieve 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
05/15/2024 - Present
Newedge Advisors (CANONSBURG PA)
PA
11/02/2009 - 05/15/2024
NEWEDGE SECURITIES, INC. (CANONSBURG PA)
PA
10/11/2005 - 11/05/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SEWICKLEY PA)
MN
10/11/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/26/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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