Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Omohundro is a financial advisor with Schwab Wealth Advisory, Inc. Brian has been in the industry since 2019 and has a Series 7, Series 66 and SIE. Brian is also a Chartered Financial Analyst. Brian has experience working with a variety of clients including individuals, corporations, and investment companies. Brian provides financial planning, portfolio management and other services to clients.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
CO
01/04/2022 - Present
Schwab Wealth Advisory, Inc. (Lone Tree CO)
CO
06/29/2004 - 03/22/2005
FIRST MATRIX INVESTMENT SERVICES CORP. (DENVER CO)
BOTH
Issued 02/28/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2020
Series 7TO - General Securities Representative Examination
BC
Issued 08/05/2019
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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