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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Vandenheuvel is a financial advisor who has been in the industry since 1996. Brian is currently registered with Zacks Investment Management, Inc. Brian specializes in providing financial advice to individuals, businesses, investment companies, and pooled investment vehicles. Brian offers a range of advisory services, including financial planning, portfolio management, and creates and manages quantitative investment models. Brian is also a licensed investment advisor in Arizona. Prior to joining Zacks Investment Management, Inc., Brian worked at M. S. HOWELLS & CO., MORGAN STANLEY DW INC. and NYLIFE SECURITIES 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.
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.
Strategic management for diversified investment portfolios.
Creates and manages quantitative investment models that are licensed to sponsors of uits and etfs
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
07/01/2015 - Present
Zacks Investment Management, Inc. (CHICAGO IL)
AZ
05/02/2003 - 08/12/2013
M. S. HOWELLS & CO. (SCOTTSDALE AZ)
NY
06/07/1999 - 05/08/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
10/25/1996 - 01/22/1997
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 12/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/11/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/19/2007
Series 24 - General Securities Principal Examination
BC
Issued 06/19/2011
Series 3 - National Commodity Futures Examination
BC
Issued 06/04/2003
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/01/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/04/1999
Series 7 - General Securities Representative Examination
BC
Issued 10/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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