Unclaimed
Brian Keith Abrahims is a financial advisor with over 20 years of experience in the financial services industry. Brian currently works at Principal Securities, Inc. Brian is a registered representative and holds Series 6, 7 and 63 licenses. Brian has a strong track record of providing comprehensive financial advice to a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Brian is dedicated to helping clients achieve their financial goals through a personalized approach.
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.
Personalized portfolio management to meet individual financial objectives.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
IA
05/09/2000 - Present
Principal Securities, Inc. (DES MOINES IA)
IA
10/03/2007 - 09/23/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
BC
Issued 07/28/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/08/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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