Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keith Perley is a financial advisor with over 39 years of experience in the industry. Brian is currently registered with Osaic Wealth, Inc. Brian has previously worked with Securities America, Inc., VOYA FINANCIAL ADVISORS, INC., LOCUST STREET SECURITIES, INC., BMA FINANCIAL SERVICES, INC., NEW ENGLAND SECURITIES, CONNECTICUT MUTUAL FINANCIAL SERVICES, INC. and NEL EQUITY SERVICES CORPORATION. Brian is also a Certified Financial Planner.
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.
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
KS
06/14/2024 - Present
Osaic Wealth, Inc. (OVERLAND PARK KS)
KS
06/10/2020 - 06/14/2024
SECURITIES AMERICA, INC. (OVERLAND PARK KS)
KS
01/01/2004 - 06/15/2020
VOYA FINANCIAL ADVISORS, INC. (OVERLAND PARK KS)
IA
01/01/2002 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
MO
03/11/1998 - 01/01/2002
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NY
05/19/1989 - 03/19/1998
NEW ENGLAND SECURITIES (NEW YORK NY)
NA
02/23/1984 - 04/04/1989
CONNECTICUT MUTUAL FINANCIAL SERVICES, INC.
NA
10/10/1983 - 12/16/1983
NEL EQUITY SERVICES CORPORATION
IA
Issued 12/17/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1996
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 10/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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