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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Biederman is a financial advisor with over 38 years of experience in the industry. Brian is currently registered with Innovation Partners LLC and IP Financial Advisory Services LLC. Brian provides a variety of financial services, including financial planning, consulting services to qualified retirement plans, pension consulting, selection of other advisors, and portfolio management for businesses and individuals. Brian is registered to provide investment advice in Arizona, California, Delaware, Florida, Georgia, Maryland, Mississippi, New York, North Carolina, South Carolina, and Virginia. Brian is also registered to provide securities services in Delaware, Georgia, Maryland, Mississippi, New York, North Carolina, and Virginia.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
08/20/2021 - Present
Innovation Partners LLC (CHARLOTTE NC)
NC
05/25/2016 - 12/11/2020
INFINITY FINANCIAL SERVICES (Raleigh NC)
NC
05/27/2014 - 05/26/2016
ADIRONDACK TRADING GROUP LLC (Raleigh NC)
NC
09/24/2009 - 05/27/2014
IFS SECURITIES (RALEIGH NC)
NC
07/11/1997 - 08/27/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (RALEIGH NC)
AZ
01/31/1997 - 06/16/1997
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
GA
10/25/1988 - 01/31/1997
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
NA
07/13/1987 - 12/05/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
02/27/1984 - 05/29/1987
FIRST INVESTORS CORPORATION
BC
Issued 02/24/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/26/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1988
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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