Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Molin is a financial professional with over 15 years of experience in the industry. Brian is currently registered as an Investment Advisor Representative with Frost Investment Services. Brian is a dedicated financial professional with experience at several firms including Principal Securities, Inc., Capital One Investment Services LLC, J.P. Morgan Institutional Investments Inc. and Wells Fargo Investments, LLC. Brian is licensed to provide financial services in Texas.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/28/2022 - Present
Frost Investment Services (Houston TX)
TX
09/07/2017 - 10/05/2018
PRINCIPAL SECURITIES, INC. (HOUSTON TX)
TX
12/14/2009 - 08/30/2013
CAPITAL ONE INVESTMENT SERVICES LLC (HOUSTON TX)
TX
03/27/2007 - 08/20/2008
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (HOUSTON TX)
TX
09/09/2005 - 02/27/2007
WELLS FARGO INVESTMENTS, LLC (HOUSTON TX)
IL
01/15/2004 - 08/12/2005
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
FL
11/07/2002 - 09/29/2003
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
IL
11/23/2001 - 10/23/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/23/2001 - 12/12/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BOTH
Issued 10/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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