Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Popp is a financial professional registered in both Missouri and Pennsylvania. Brian is a registered representative at M Holdings Securities, Inc. with over 5 years of experience in the financial services industry. Brian is a Series 6 and 63 licensed representative and has passed the SIE exam. Brian is a specialist in a wide range of products and services including mutual funds, variable annuities, life insurance, and retirement planning. Brian has worked for other firms in the past including NYLIFE Distributors LLC and American Century Investment Services Inc. Brian’s current location is at M Holdings Securities, Inc.'s office in Moosic, PA.
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
PA
03/19/2024 - Present
M Holdings Securities, Inc. (Moosic PA)
KS
01/07/2021 - 02/14/2024
NYLIFE DISTRIBUTORS LLC (LEAWOOD KS)
MO
08/10/2018 - 12/23/2020
AMERICAN CENTURY INVESTMENT SERVICES INC. (KANSAS CITY MO)
BC
Issued 06/14/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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