Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Buehring is a financial advisor with D.a. Davidson & Co. Brian has been in the industry since April 1999. Brian has a Series 6, 7, 63 and 65 license and has been registered in California, Texas, and over 30 other states. Brian has experience working with high-net-worth individuals, individuals, and families, corporations, and charitable organizations. He provides financial planning, portfolio management, and investment advisory services.
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.
A percentage of the total value of assets under management is charged.
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2
CA
10/10/2018 - Present
D.a. Davidson & Co. (CARLSBAD CA)
IL
07/14/2014 - 10/19/2016
NUVEEN SECURITIES, LLC (CHICAGO IL)
MA
03/22/2013 - 06/27/2014
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
MO
06/24/2004 - 03/15/2013
ALLIANCEBERNSTEIN INVESTMENTS, INC. (TOWN AND COUNTRY MO)
NJ
09/16/2003 - 06/17/2004
AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
NY
04/22/2003 - 09/03/2003
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NJ
04/10/1998 - 08/20/2002
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
AZ
07/11/1997 - 09/02/1997
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 05/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/08/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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