Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bolan is a financial advisor with over 25 years of experience in the industry. Brian is a Registered Representative and Investment Advisor Representative with MAI Capital Management, LLC. Previously, Brian was a financial advisor with Fidelity Brokerage Services LLC and Fidelity Investments Institutional Services Company, Inc. Brian is licensed in Kentucky, Ohio, and Texas. Brian's specializations include asset allocation, portfolio management, financial planning, and retirement planning. Brian has a strong track record of helping individuals and families reach their financial goals.
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.
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.
Strategic management for diversified investment portfolios.
Due diligence/research
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.
Percentage of non-investment income
1
2
OH
10/03/2024 - Present
MAI Capital Management, LLC (Cincinnati OH)
KY
01/01/2008 - 08/21/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
KY
01/26/2004 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (COVINGTON KY)
RI
04/16/2001 - 10/28/2002
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
RI
06/24/1998 - 04/16/2001
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
02/04/1997 - 03/13/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/24/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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