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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 Cahill is an active investment advisor representative registered with Ameriprise Financial Services, LLC. Brian Cahill has been in the securities industry since March 4, 2011. Brian Cahill's current registrations include: Illinois and Texas. Brian Cahill also has prior experience with CITICORP INVESTMENT SERVICES, HARRIS INVESTOR SERVICES LLC, AMERICAN EXPRESS FINANCIAL ADVISORS INC., IDS LIFE INSURANCE COMPANY and OLDE DISCOUNT CORPORATION. Brian Cahill has passed the following exams: Series 63, Series 65, Series 66, Series 7, Series 52, and SIE. Brian Cahill is also a registered investment advisor. Brian Cahill specializes in various areas, including retirement planning, college savings, estate planning, business planning, insurance and mutual funds.
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.
Asset allocation services
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
IL
10/09/2019 - Present
Ameriprise Financial Services, LLC (Oakbrook Terrace IL)
IL
04/25/2005 - 11/09/2006
CITICORP INVESTMENT SERVICES (OAK BROOK IL)
NJ
04/07/2003 - 08/06/2003
HARRIS INVESTOR SERVICES LLC (JERSEY CITY NJ)
MN
05/08/1998 - 03/28/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/08/1998 - 03/28/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MI
08/11/1997 - 05/26/1998
OLDE DISCOUNT CORPORATION (DETROIT MI)
BOTH
Issued 10/26/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/15/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/06/2018
Series 7 - General Securities Representative Examination
BC
Issued 08/08/1997
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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