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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 Clauer is an experienced financial advisor with over 25 years of industry experience. Currently, Brian is registered with Level Four Advisory Services, LLC and is based out of the Burbank office. Brian is a highly qualified advisor with registrations in both broker-dealer and investment advisor capacities. Brian has a strong background in various financial products and services, including financial planning, investment management, and retirement planning. Brian has a strong commitment to providing personalized financial advice to meet the individual needs of clients.
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.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
CA
03/05/2021 - Present
Level Four Advisory Services (Burbank CA)
IL
08/11/2008 - 04/23/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (CHICAGO IL)
IL
07/19/2004 - 08/13/2008
H&R BLOCK FINANCIAL ADVISORS, INC. (NORTHBROOK IL)
NY
01/09/2002 - 08/13/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
09/19/1997 - 09/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
OH
02/15/1995 - 08/01/1997
CORNA SECURITIES, INC. (COLUMBUS OH)
IA
Issued 08/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/07/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/18/1995
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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