Unclaimed
Brian Raymond Brenny is a financial advisor with PFS Investments Inc., a firm with offices in Duluth, Georgia. Brian specializes in providing portfolio management services for individuals and has been in the financial industry since 2003. Brian is registered with the state of Iowa. Brian is also registered with FINRA. Brian holds Series 6, SIE, and Series 63 licenses.
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.
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
IA
08/12/2024 - Present
PFS Investments Inc. (URBANDALE IA)
IA
01/12/2023 - 12/31/2023
PFS INVESTMENTS INC. (URBANDALE IA)
IA
09/06/2002 - 12/31/2022
PFS INVESTMENTS INC. (URBANDALE IA)
BC
Issued 09/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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