Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thomas is an active financial advisor who is registered with the state of Michigan and has over 20 years of experience in the industry. Brian is affiliated with Kestra Private Wealth Services, LLC and provides financial planning, portfolio management, and investment advisory services to individuals, corporations, and other entities. Brian has a strong track record of success in helping clients achieve their financial goals and has been recognized for his expertise in the industry.
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.
A percentage of the total value of assets under management is charged.
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MI
01/30/2020 - Present
Kestra Private Wealth Services, LLC (Bloomfield Hills MI)
MI
04/17/2009 - 02/11/2020
CAMBRIDGE INVESTMENT RESEARCH, INC. (TROY MI)
MI
01/06/2006 - 04/21/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
NJ
09/23/2002 - 01/18/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
09/15/2000 - 10/02/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 10/10/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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