Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fees is a financial advisor with over 16 years of experience. Brian is registered with Prospera Financial Services, Inc. and has experience in providing financial advice to individuals and families, businesses, and institutions. Brian holds a Series 7, Series 66, and Series 99TO licenses. Brian is a Certified Financial Planner. Brian is also a licensed taxidermist and provides taxidermy services outside of his role as a financial advisor.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
07/20/2007 - Present
Prospera Financial Services, Inc. (GONZALES TX)
TX
09/06/2006 - 12/14/2006
EDWARD JONES (LEAGUE CITY TX)
BOTH
Issued 09/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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