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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 Donovan is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 2003 and is registered with the state of Washington and Nevada. Brian is a highly experienced advisor with a strong focus on providing investment advice to individuals, families, and businesses. Brian has a deep understanding of financial planning, investment management, and retirement planning. Brian also offers asset allocation services, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and publication of periodicals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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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WA
07/05/2006 - Present
Ameriprise Financial Services, LLC (Washougal WA)
SC
06/30/2003 - 01/26/2006
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BOTH
Issued 06/30/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/11/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/23/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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