Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Haynes is an investment advisor representative and registered representative with Columbia Management Investment Advisers, LLC, located in Boston, MA. Brian has been in the securities industry since 2007 and has a background in financial planning, portfolio management, and investment advisory services. He is also a Chartered Financial Analyst. Brian has experience working with a variety of clients, including individuals, families, corporations, and institutional investors. Previously, Brian was an investment advisor representative with Allspring Funds Distributor, LLC in Wilmington, DE.
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.
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.
Strategic management for diversified investment portfolios.
Asset liability management, credit analysis & asset allocation svcs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
05/13/2024 - Present
Columbia Management Investment Advisers, LLC (BOSTON MA)
DE
11/15/2017 - 04/08/2024
ALLSPRING FUNDS DISTRIBUTOR, LLC (WILMINGTON DE)
DE
04/17/2017 - 11/29/2017
CITI PRIVATE ADVISORY, LLC (Wilmington DE)
DE
04/06/2011 - 11/29/2017
CITIGROUP GLOBAL MARKETS INC. (Wilmington DE)
NY
06/01/2009 - 11/22/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
DE
03/09/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WILMINGTON DE)
BOTH
Issued 10/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Haynes is the right advisor for you? Invested Better is here to help.
