Unclaimed
Brian Lafave is a financial advisor registered with The Huntington Investment Co. based in Grand Rapids, MI. Brian has been in the financial services industry since 2011. Brian has experience with Fifth Third Securities, Merrill Lynch and PNC Investments. Brian has a Series 66 and a Series 7 license. Brian is 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.
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.
A percentage of the total value of assets under management is charged.
1
2
MI
03/13/2024 - Present
THE Huntington Investment Co. (Grand Rapids MI)
MI
12/01/2022 - 02/22/2024
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GRAND RAPIDS MI)
MI
04/25/2014 - 12/03/2021
FIFTH THIRD SECURITIES, INC. (GRAND RAPIDS MI)
MI
09/16/2011 - 04/07/2014
PNC INVESTMENTS (WYOMING MI)
MI
06/08/2011 - 07/25/2011
MORGAN STANLEY SMITH BARNEY (GRAND RAPIDS MI)
BOTH
Issued 06/29/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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