Unclaimed
Brian Messner is a financial advisor with The Leaders Group, Inc., a firm based in Jacksonville, FL. Brian has been in the financial services industry since 2008 and has a Series 6, Series 63, and SIE license. Brian is registered in California, Florida, and Texas. Brian previously worked at Lincoln Investment and Capital Analysts, Incorporated in Woodland Hills, CA.
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.
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.
1
2
FL
01/03/2017 - Present
THE Leaders Group, Inc. (Jacksonville FL)
CA
06/01/2012 - 12/31/2016
LINCOLN INVESTMENT (WOODLAND HILLS CA)
CA
09/19/2008 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WOODLAND HILLS CA)
BC
Issued 05/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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