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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Smith is an investment advisor representative at Dynamic Wealth Solutions LLC. Brian Michael Smith is licensed in Michigan. Brian Michael Smith has been in the industry for over 10 years. Brian Michael Smith's firm Dynamic Wealth Solutions LLC has 362 client accounts with $55,070,044 in regulatory assets under management. Brian Michael Smith's firm Dynamic Wealth Solutions LLC primarily manages assets for individuals and pension and profit-sharing plans.
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.
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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MI
06/11/2014 - Present
Dynamic Wealth Solutions LLC (SOUTHFIELD MI)
IA
Issued 06/04/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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