Unclaimed
Brian Stouder is an active investment advisor representative registered with Equitable Advisors, LLC. Brian has been in the securities industry since November 4, 1997. Brian has passed multiple exams, including Series 6, 7, 24, 63, and 65, and is currently registered in 21 states. Brian's experience includes working at The Equitable Life Assurance Society of the United States, AXA Advisors, LLC, and Equitable Advisors, LLC. In addition to being a registered investment advisor representative, Brian is also a board member for PureWater Dynamics & The Great American Coffee Company. Brian's practice focuses on providing financial planning, pension consulting, educational seminars, 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.
A percentage of the total value of assets under management is charged.
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2
CO
11/13/2017 - Present
Equitable Advisors, LLC (DENVER CO)
NY
11/05/1997 - 08/03/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/30/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/03/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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