Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Hensley is a financial advisor with Fidelity Personal And Workplace Advisors, located in Sarasota, FL. Brian has been in the financial services industry since 2014 and holds the Series 7, Series 66, and SIE licenses. Brian also holds the Certified Financial Planner designation. Brian has experience working with individuals, high-net-worth individuals, and businesses. Brian offers financial planning, portfolio management, and educational seminars. Brian is registered to conduct business in California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Maryland, Massachusetts, Michigan, Minnesota, Montana, New Jersey, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, Washington, and Wisconsin.
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.
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.
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.
1
2
FL
09/02/2020 - Present
Fidelity Personal AND Workplace Advisors (SARASOTA FL)
MN
08/03/2018 - 08/01/2019
MUTUAL SECURITIES, INC. (ALBERT LEA MN)
MN
10/13/2017 - 08/10/2018
CETERA ADVISORS LLC (ALBERT LEA MN)
MN
02/25/2014 - 10/02/2017
MML INVESTORS SERVICES, LLC (Albert Lea MN)
BOTH
Issued 03/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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