Unclaimed
Brian MacLean is a financial advisor with over 30 years of experience in the financial services industry. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and a registered representative of Commonwealth Financial Network, a registered investment advisor. Brian has been with Commonwealth Financial Network since 2010. Prior to that, Brian was with FSC Securities Corporation and I.F.S. Investors Services, Inc.. Brian's areas of expertise include financial planning, portfolio management, and insurance. Brian provides services to individuals, families, businesses, and charitable organizations. Brian is committed to providing his clients with personalized financial advice and guidance.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/12/2010 - Present
Commonwealth Financial Network (BOWIE MD)
MD
02/18/1998 - 08/16/2010
FSC SECURITIES CORPORATION (BOWIE MD)
NA
12/06/1991 - 11/03/1998
I.F.S. INVESTORS SERVICES, INC.
BC
Issued 05/11/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/23/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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