Unclaimed
Brian Kiefer is a financial advisor with First Command Advisory Services. Brian has been working in the financial services industry since December 2017. Brian is registered with FINRA and the state of Texas. Brian holds the Series 7, Series 66 and Series 26 licenses. Brian is also registered as an investment advisor representative in Virginia. Brian's focus is on providing financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. Brian specializes in 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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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TX
09/27/2023 - Present
First Command Advisory Services (FORT WORTH TX)
BOTH
Issued 04/10/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/25/2021
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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