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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 Rongey is a Registered Representative and Investment Advisor Representative. Brian has been in the securities industry since February 23, 2009 and is currently employed by Stifel Independent Advisors, LLC in ST. LOUIS, MO. Brian specializes in offering financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals.
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.
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2
MO
02/05/2020 - Present
Stifel Independent Advisors, LLC (ST. LOUIS MO)
BOTH
Issued 06/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2011
Series 4 - Registered Options Principal Examination
BC
Issued 06/15/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/04/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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