Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cline is a financial professional with over 20 years of experience in the financial services industry. Brian is a Certified Financial Planner™ and a Chartered Financial Consultant, and he is currently registered as an Investment Adviser Representative with Cookson Peirce Wealth Management. Brian has held previous positions at LPL Financial, Citizens Securities, and The Leaders Group. He is a graduate of the University of Akron and is a member of the National Association of Personal Financial Advisors.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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OH
04/10/2024 - Present
Cookson Peirce Wealth Management (Akron OH)
OH
07/12/2023 - 04/01/2024
CITIZENS SECURITIES, INC. (BEACHWOOD OH)
KY
02/07/2023 - 07/24/2023
THE LEADERS GROUP, INC. (Louisville KY)
OH
08/03/2022 - 01/17/2023
LPL FINANCIAL LLC (FAIRLAWN OH)
NE
07/21/2016 - 11/12/2021
ALLSTATE FINANCIAL SERVICES, LLC (Lincoln NE)
OH
05/27/2008 - 05/26/2016
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
05/27/2008 - 08/01/2008
1717 CAPITAL MANAGEMENT COMPANY (DUBLIN OH)
OH
06/05/2001 - 05/19/2008
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
IA
Issued 04/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/09/2016
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 07/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/04/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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Inactive
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