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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Roberts is an investment advisor representative with Integrated Financial Management. Brian has been in the securities industry since 1992 and has been associated with Integrated Financial Management since January 1993. Brian is registered in California and Nevada as an Investment Advisor Representative.
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.
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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NV
10/30/2009 - Present
Integrated Financial Management (FERNLEY NV)
NY
06/22/1992 - 10/30/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/1993
Series 2 - Non-Member General Securities Examination
BC
Issued 06/19/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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