Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sanchez is a financial advisor with over 20 years of experience in the industry. Brian has been registered with Charles Schwab & CO., Inc. since July 2006. Prior to that, Brian worked at Ameriprise Financial Services, Inc., IDS Life Insurance Company, Founders Asset Management LLC, and Founders Asset Management, Inc. Brian has a wide range of experience in the financial services industry and holds both Series 6 and Series 7 securities licenses as well as Series 63 and Series 66 licenses. Brian is currently licensed in 53 states and has a broad base of experience and knowledge in financial planning and investment management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
CO
01/09/2019 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
CO
03/29/2004 - 07/10/2006
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
MN
03/29/2004 - 07/10/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CO
04/01/1998 - 11/05/1999
FOUNDERS ASSET MANAGEMENT LLC (DENVER CO)
CO
02/20/1996 - 04/01/1998
FOUNDERS ASSET MANAGEMENT, INC. (DENVER CO)
BOTH
Issued 04/12/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2004
Series 7 - General Securities Representative Examination
BC
Issued 02/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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