Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Giesting is an investment advisor representative of Souders Financial Advisors, LLC. Brian has been in the financial services industry since October 2003. Brian provides a variety of investment advisory services to individuals, businesses, and charitable organizations. Brian is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Ohio.
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.
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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2
OH
06/21/2018 - Present
Souders Financial Advisors, LLC (Cincinnati OH)
OH
07/31/2012 - 06/06/2018
LPL FINANCIAL LLC (CINCINNATI OH)
OH
10/11/2007 - 07/31/2012
NATIONAL PLANNING CORPORATION (CINCINNATI OH)
OH
02/05/2007 - 09/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
NY
08/18/2003 - 01/04/2007
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 09/18/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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