Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tevlin is a financial advisor with over 25 years of experience in the financial services industry. Brian has held licenses and registrations with several firms, including UVEST Financial Services Group, Inc., First Investors Corporation, Cetera Investment Services LLC, and LPL Financial LLC. Brian is currently registered with LPL Financial LLC in Pennsylvania and Texas as a Registered Representative (Series 6, 7, 24, 26, 51, and 63) and Investment Advisor Representative (Series 65). Brian is also a Certified Financial Planner. Brian's experience, qualifications and registrations may allow Brian to provide a wide range of financial planning and investment advisory services to clients. Brian's past and current affiliations are not necessarily an indication of future success or client satisfaction.
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.
1
2
PA
03/01/2023 - Present
LPL Financial LLC (WELLSBORO PA)
PA
10/04/2011 - 03/01/2023
CETERA INVESTMENT SERVICES LLC (WELLSBORO PA)
PA
05/11/2005 - 10/07/2011
UVEST FINANCIAL SERVICES GROUP, INC. (WELLSBORO PA)
NJ
07/29/1998 - 05/10/2005
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 04/18/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/19/2001
Series 24 - General Securities Principal Examination
BC
Issued 06/01/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/28/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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