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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 Grimditch is an investment advisor representative for Highline Wealth Partners, a registered investment advisor in Sherman Oaks, California. Brian has been in the financial services industry for over 17 years. Brian is a licensed Series 6, 7, 63, and 65 representative and holds the SIE exam. Brian has experience working for Northwestern Mutual Investment Services LLC and Thrivent Investment Management Inc. Brian specializes in working with individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brian has been a registered representative since 2006.
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.
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CA
07/22/2024 - Present
Highline Wealth Partners (SHERMAN OAKS CA)
CA
11/17/2023 - 06/14/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (LOS ANGELES CA)
CA
04/20/2007 - 09/04/2007
THRIVENT INVESTMENT MANAGEMENT INC. (WOODLAND HILLS CA)
AZ
08/30/2006 - 04/10/2007
EQUITY SERVICES, INC. (MESA AZ)
IA
Issued 07/20/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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