Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dobisch is a registered representative and investment advisor representative with over 20 years of experience in the financial services industry. Brian is currently associated with Blackridge Asset Management, LLC, a firm based in Jupiter, Florida. Brian's previous experience includes positions at The Advisors Group, Inc., and American General Securities Incorporated. Brian holds a Series 6, Series 63, Series 65, and SIE licenses. He is also a registered representative in Florida, New Jersey, and Pennsylvania. Brian specializes in providing financial planning, educational seminars, and portfolio management services to individuals, corporations, and high net worth individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
FL
09/06/2024 - Present
Blackridge Asset Management, LLC (JUPITER FL)
MD
01/09/2002 - 12/31/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
AZ
12/20/2000 - 12/31/2001
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
IA
Issued 11/12/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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