Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sites is a financial advisor with Edelman Financial Engines in Northville, MI. Brian has been in the financial services industry since 2005. Brian holds Series 7, Series 63, and Series 66 securities licenses and is a CERTIFIED FINANCIAL PLANNER™. Brian works with individuals, families, and businesses to develop personalized financial plans. Brian's practice focuses on retirement planning, investment management, and estate planning.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
MI
04/17/2020 - Present
Edelman Financial Engines (NORTHVILLE MI)
MI
12/04/2006 - 03/23/2020
FIDELITY BROKERAGE SERVICES LLC (TROY MI)
MI
12/16/2005 - 12/01/2006
FIDELITY BROKERAGE SERVICES LLC (BIRMINGHAM MI)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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