Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Probst is a financial advisor who has been working in the financial services industry since June 2011. Brian is registered with Raymond James & Associates, Inc. and has been with the firm since February 2016. Prior to joining Raymond James, Brian was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds the Series 66, Series 7, and SIE securities licenses and is licensed to offer securities services in several states, including Arizona, Colorado, Florida, Michigan, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Tennessee, Texas, Utah, Washington, and Wisconsin. Brian specializes in financial planning, pension consulting, and portfolio management for businesses and 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.
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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
10/24/2022 - Present
Raymond James & Associates, Inc. (AUBURN HILLS MI)
MI
06/13/2011 - 03/01/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (AUBURN HILLS MI)
BOTH
Issued 07/30/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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