Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nielsen Mulberry has over 20 years of experience in the financial services industry. Brian is currently a registered representative and investment advisor representative with Zacks Investment Management, Inc. Brian has been with Zacks Investment Management since December 2017. Previously Brian has held positions at Allegis Investment Services, LLC, ALPS Portfolio Solutions Distributor, Inc., ALPS Distributors, Inc., Jackson National Life Distributors LLC, Old Mutual Investment Partners, Columbia Management Distributors, Inc., and Janus Distributors, Inc. Brian holds Series 6, 7, 26, 63, 65 and 66 licenses. Brian holds a bachelor’s degree from the University of Colorado. Brian specializes in providing financial planning services, portfolio management for individuals and businesses, and investment company portfolio management.
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.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CO
01/22/2018 - Present
Zacks Investment Management, Inc. (Littleton CO)
ID
10/03/2016 - 11/20/2017
ALLEGIS INVESTMENT SERVICES, LLC (IDAHO FALLS ID)
CO
01/02/2014 - 08/06/2014
ALPS PORTFOLIO SOLUTIONS DISTRIBUTOR, INC. (DENVER CO)
CO
06/24/2013 - 12/31/2013
ALPS DISTRIBUTORS, INC. (DENVER CO)
CO
04/30/2012 - 04/08/2013
ALPS DISTRIBUTORS, INC. (GOLDEN CO)
CO
01/26/2010 - 03/02/2012
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
04/22/2008 - 01/12/2010
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)
CO
03/15/2006 - 04/01/2008
OLD MUTUAL INVESTMENT PARTNERS (DENVER CO)
MA
09/27/2001 - 12/06/2005
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)
CO
11/11/1998 - 02/13/2001
JANUS DISTRIBUTORS, INC. (DENVER CO)
BC
Issued 04/25/2018
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/10/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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