Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Weinreich is a Registered Representative and Investment Advisor Representative with EGI Financial, Inc., based in Akron, Ohio. Brian has been in the financial services industry since 1999, previously working for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Prudential Securities Incorporated. Brian holds Series 4, 7, 9, 10, 24, 63, and 65 licenses. Brian specializes in providing financial planning and portfolio management services to high-net-worth individuals and other clients. Brian is also registered to provide investment advisory services in Indiana, Michigan, and Ohio.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
05/14/2009 - Present
EGI Financial, Inc. (AKRON OH)
OH
09/01/2000 - 05/11/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WOOSTER OH)
NY
01/26/1999 - 09/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2013
Series 24 - General Securities Principal Examination
BC
Issued 06/15/2011
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/20/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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