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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 Joseph Jensen is a financial advisor with over 35 years of experience in the industry. Brian holds a variety of licenses and certifications, including the Series 6, Series 7, and Series 63 exams, and has earned the designations of Certified Financial Planner and Chartered Financial Consultant. Brian's current employer is LPL Financial LLC and Brian is registered in multiple states including Colorado, Florida, Georgia, Illinois, Maine, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, and Virginia. Brian has previously worked with SII INVESTMENTS, INC. and 1717 CAPITAL MANAGEMENT COMPANY.
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
NY
02/14/2018 - Present
LPL Financial LLC (BUFFALO NY)
NY
11/01/2007 - 02/14/2018
SII INVESTMENTS, INC. (BUFFALO NY)
NY
10/16/1984 - 11/05/2007
1717 CAPITAL MANAGEMENT COMPANY (BUFFALO NY)
BC
Issued 10/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/12/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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