Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Raimann is a financial advisor with over 10 years of experience in the industry. Brian is currently registered with Charles Schwab & CO., Inc. in Tennessee and has previously held positions at TD AMERITRADE, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Brian holds the Series 66, SIE and Series 7 licenses. Brian's experience includes providing financial planning, selection of other advisors and wrap fee programs.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TN
01/27/2022 - Present
Charles Schwab & CO., Inc. (Franklin TN)
TN
03/16/2015 - 07/29/2024
TD AMERITRADE, INC. (Franklin TN)
FL
07/15/2013 - 03/02/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NAPLES FL)
BOTH
Issued 08/15/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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