Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kevin Bortz is a financial professional with over 27 years of experience in the industry. Brian has been registered with Securities Management & Research, Inc. since 1994. Brian is licensed to sell securities in 6 states. Brian has passed several industry exams, including the Series 6, Series 26 and the SIE exam. Brian is dedicated to helping clients achieve their financial goals.
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.
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.
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PA
11/14/1994 - Present
Securities Management & Research, Inc. (JEANNETTE PA)
BC
Issued 10/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/04/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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