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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 Patrick McGuire is a financial advisor with Geneos Wealth Management, Inc. Brian has been in the financial services industry for over 30 years. Brian is a Chartered Financial Consultant and holds the Series 6, 7, 22, 63 and 65 licenses. Brian has a strong background in financial planning and investment management and specializes in working with individuals, families, and businesses. Brian provides a wide range of financial services, including financial planning, investment management, retirement planning, college savings planning, and estate planning. Brian is committed to providing his clients with personalized financial advice and strategies that are designed to help them achieve 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.
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
NE
09/18/2014 - Present
Geneos Wealth Management, Inc. (OMAHA NE)
NE
01/03/2002 - 09/17/2014
ROYAL ALLIANCE ASSOCIATES, INC. (OMAHA NE)
MA
11/11/1992 - 01/04/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IA
Issued 12/05/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1994
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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