Unclaimed
Brian Flynn is a financial advisor at Ameriprise Financial Services, LLC. Brian has been in the financial services industry since September 2005. Brian is licensed to provide financial advice in multiple states, including Louisiana, Texas, Alabama, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Maryland, Massachusetts, Michigan, Mississippi, Missouri, Montana, New Mexico, New York, North Carolina, Ohio, Oklahoma, South Carolina, Tennessee, Virginia, Washington and West Virginia. Brian has a Series 7, Series 66, and SIE license. Brian has experience working with a wide range of clients, including individuals, high-net-worth individuals, families, businesses, trusts, estates, and charitable organizations. Brian specializes in financial planning, portfolio management, and asset allocation services. Brian is committed to helping clients achieve their financial goals. Brian is affiliated with Ameriprise Financial Services, LLC, a registered investment advisor and a member of FINRA and SIPC.
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.
1
2
LA
02/21/2019 - Present
Ameriprise Financial Services, LLC (Alexandria LA)
LA
07/03/2013 - 03/05/2019
LPL FINANCIAL LLC (ALEXANDRIA LA)
LA
10/01/2012 - 07/05/2013
J.P. MORGAN SECURITIES LLC (ALEXANDRIA LA)
LA
10/19/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (ALEXANDRIA LA)
LA
09/08/2005 - 10/16/2007
A. G. EDWARDS & SONS, INC. (ALEXANDRIA LA)
BOTH
Issued 09/16/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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