Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Colla is a financial advisor registered with Ameriprise Financial Services, LLC. Brian has been in the financial services industry since 2019. Brian is licensed in California. Brian has a broad range of experience, having previously worked at Citigroup Global Markets Inc., Edward Jones, Pruco Securities, LLC., Crown Capital Securities, L.P., and KMS Financial Services, Inc. Brian holds the Series 7, Series 66, Series 63, and SIE licenses.
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.
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CA
05/06/2024 - Present
Ameriprise Financial Services, LLC (EL SEGUNDO CA)
CA
04/23/2019 - 04/03/2020
CITIGROUP GLOBAL MARKETS INC. (NORCO CA)
CA
02/15/2019 - 04/18/2019
EDWARD JONES (WILDOMAR CA)
CA
03/14/2018 - 02/11/2019
PRUCO SECURITIES, LLC. (ONTARIO CA)
CA
01/02/2018 - 02/22/2018
CROWN CAPITAL SECURITIES, L.P. (ORANGE CA)
WA
12/17/2010 - 01/07/2011
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
BC
Issued 04/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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