Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Joseph White is a financial advisor at Ameriprise Financial Services, LLC. Brian has been in the financial services industry since October 4, 2004. Brian is registered as a broker-dealer in 46 states, as well as an Investment Advisor Representative in two states. Brian has his Series 7, Series 63 and Series 65 licenses. In addition to Brian's employment at Ameriprise Financial Services, LLC, Brian also owns and operates a single-family real estate investment in Ocean Beach, New York. Brian is also a licensed independent insurance broker with AIG. Brian is a Certified Financial Planner and works with clients to provide financial planning, asset allocation, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and portfolio management for 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NY
07/28/2011 - Present
Ameriprise Financial Services, LLC (MELVILLE NY)
MN
10/04/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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