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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 Becker is a financial advisor with over 25 years of experience. Brian has been with Prospera Financial Services, Inc. since April 2018. Prior to that, Brian was with M HOLDINGS SECURITIES, INC. for nearly 9 years and Becker & Suffern, Ltd. for over 13 years. Brian holds the Series 63, 66, 7 and SIE licenses. Brian is also a registered investment advisor representative in Louisiana and Texas. Brian specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Brian serves a variety of clients, including high net worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
LA
12/16/2019 - Present
Prospera Financial Services, Inc. (Mandeville LA)
LA
10/28/2009 - 05/01/2018
M HOLDINGS SECURITIES, INC. (MANDAVILLE LA)
LA
06/14/1996 - 11/20/2009
BECKER & SUFFERN, LTD. (MANDEVILLE LA)
BOTH
Issued 12/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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