Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Asper is a financial advisor with Concourse Financial Group Securities, Inc., having joined the firm in November 2014. Brian has been in the financial industry since February 2001. Brian is licensed in 24 states and has several specializations, including: retirement planning, investment planning, estate planning, education planning, insurance planning and tax planning. Brian has been a board member for Align Life Ministries since January 2012 and is an owner of Aspher Financial Services, Pathway Financial Group and Vision Financial Services, LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
11/11/2014 - Present
Concourse Financial Group Securities, Inc. (Ephrata PA)
PA
07/16/2003 - 11/12/2014
THE O.N. EQUITY SALES COMPANY (REINHOLDS PA)
MO
02/13/2001 - 07/02/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/22/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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