Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Rene Torgerson is a financial advisor with Raymond James Financial Services Advisors, Inc. Brian has been in the securities industry since 2000. Brian is registered to provide investment advice and securities services in multiple states, including Washington and Texas. Brian has held previous positions with CETERA ADVISOR NETWORKS LLC, BANC OF AMERICA INVESTMENT SERVICES, INC., FINANCIAL NETWORK INVESTMENT CORPORATION, U.S. BANCORP INVESTMENTS, INC., and EDWARD JONES.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
WA
10/25/2019 - Present
Raymond James Financial Services Advisors, Inc. (Seattle WA)
WA
06/19/2009 - 10/28/2019
CETERA ADVISOR NETWORKS LLC (SEATTLE WA)
WA
03/20/2008 - 06/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SEATTLE WA)
WA
10/09/2002 - 03/24/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (SEATTLE WA)
MN
01/03/2002 - 10/02/2002
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
MO
07/11/2000 - 12/17/2001
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 10/04/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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