Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Spitzley is an investment advisor representative at Cambridge Investment Research Advisors, Inc. Brian has been in the financial services industry since 2008. Brian has passed the Series 7, Series 66, and SIE exams. Brian is licensed in multiple states, including Michigan, Texas, California, Florida, Indiana, Kentucky, Missouri, New Jersey, Ohio, and Pennsylvania. Brian's previous experience includes working for NYLIFE SECURITIES LLC and EDWARD JONES. Brian specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Solicitation fees from 3rd party money managers
1
2
MI
05/26/2020 - Present
Cambridge Investment Research Advisors, Inc. (Kalamazoo MI)
MI
05/03/2011 - 09/06/2017
NYLIFE SECURITIES LLC (PORTAGE MI)
MI
03/31/2008 - 03/03/2011
EDWARD JONES (PORTAGE MI)
BOTH
Issued 04/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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