Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Neveau is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with Cabot Lodge Securities LLC in Oshkosh, Wisconsin. Brian is a Series 6, 62, 63, and SIE licensed advisor and has been active in the financial services industry since 1992. Brian has held previous positions at Allied Beacon Partners, Inc., American Beacon Partners, Inc. and Secura Investments, Inc.
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.
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.
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2
WI
07/17/2013 - Present
Cabot Lodge Securities LLC (OSHKOSH WI)
WI
02/25/2011 - 08/16/2013
ALLIED BEACON PARTNERS, INC. (OSHKOSH WI)
WI
08/13/1996 - 05/20/2011
AMERICAN BEACON PARTNERS, INC. (EAU CLAIRE WI)
WI
11/03/1992 - 08/19/1996
SECURA INVESTMENTS, INC. (APPLETON WI)
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1997
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 10/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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