Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Losak is a financial advisor at Truist Advisory Services, Inc. Brian is a registered representative with the state of Texas. Brian has been a financial advisor for over 10 years. Brian has experience working with individuals and businesses. Brian specializes in providing financial planning, portfolio management, and investment advice. Brian holds the Series 66, Series 7, and SIE licenses and is a Chartered Financial Analyst.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
TX
03/27/2017 - Present
Truist Advisory Services, Inc. (DALLAS TX)
TX
05/16/2013 - 01/30/2017
BBVA SECURITIES INC. (FORT WORTH TX)
TX
06/24/2009 - 05/16/2013
BBVA COMPASS INVESTMENT SOLUTIONS, INC (HOUSTON TX)
TX
04/23/2009 - 06/11/2009
FSC SECURITIES CORPORATION (HOUSTON TX)
TX
02/25/2009 - 03/31/2009
COMPASS BROKERAGE, INC. (HOUSTON TX)
BOTH
Issued 03/20/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2009
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Losak is the right advisor for you? Invested Better is here to help.
