Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Patrick Meyer is a financial advisor with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since November 2, 1999. Brian is registered with the state of Kansas as an Investment Advisor Representative and is also registered as a Registered Representative with FINRA. Brian also holds the Series 66 and Series 7 licenses, and the SIE exam. Brian has been with Ameriprise since September 2005, and specializes in providing financial planning and portfolio management services to individuals, businesses, and trusts. Brian is also a registered Investment Advisor Representative in the state of Texas. Brian is committed to providing personalized financial guidance to help clients 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.
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.
1
2
KS
11/21/2009 - Present
Ameriprise Financial Services, LLC (Overland Park KS)
MN
11/03/1999 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/29/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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