Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Danelian has been a financial professional for over 30 years, specializing in providing investment and financial advisory services. Brian has experience working with a variety of clients including individuals, families, businesses, and institutions. Brian currently works with Kestra Advisory Services, LLC and provides investment advisory services to clients through both Kestra Investment Services, LLC and Kestra Advisory Services, LLC.
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.
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
11/07/2018 - Present
Kestra Advisory Services, LLC (Burbank CA)
CA
09/18/2012 - 03/05/2014
LPL FINANCIAL LLC (WOODLAND HILLS CA)
CA
09/04/1990 - 09/19/2012
WELLS FARGO ADVISORS, LLC (WOODLAND HILLS CA)
CO
04/18/1989 - 09/06/1990
THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)
NA
08/23/1990 - 09/04/1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
IA
Issued 09/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/11/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/15/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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