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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 Haselden is a financial advisor registered with ISC Advisors, Inc. in Dallas, Texas. Brian specializes in working with individuals, corporations, and other entities to help them with their financial planning and investment needs. Brian has over 20 years of experience in the financial industry. He has a broad range of expertise, and holds the Series 6, 7, 24, 63, and 65 licenses, in addition to the SIE. He is also a Chartered Financial Consultant.
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.
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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TX
02/05/2018 - Present
ISC Advisors, Inc. (DALLAS TX)
CO
04/03/2014 - 06/02/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
TX
08/29/2013 - 03/19/2014
HORNOR, TOWNSEND & KENT, INC. (ADDISON TX)
NJ
01/03/2013 - 07/22/2013
PRUCO SECURITIES, LLC. (NEWARK NJ)
CT
10/26/2011 - 01/03/2013
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
MA
02/16/2010 - 08/23/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
TX
08/30/2007 - 02/17/2010
AMERICAN GENERAL EQUITY SERVICES CORPORATION (HOUSTON TX)
TX
04/19/2004 - 08/25/2006
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
MI
03/20/2003 - 03/16/2004
SAMMONS SECURITIES COMPANY, LLC (ANN ARBOR MI)
CT
08/22/2000 - 02/27/2003
HARTFORD EQUITY SALES COMPANY INC. (HARTFORD CT)
CA
07/15/1996 - 06/02/2000
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 01/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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