Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Popiel is a financial professional who holds a Series 7, 63, and 66 licenses, and has passed the SIE exam. He has been in the industry since 2010. Brian is currently registered with MML Investors Services, LLC, and has previously worked at CRAIG-HALLUM CAPITAL GROUP LLC. Brian's expertise includes providing financial planning and portfolio management services for businesses and individuals. He is also an experienced asset allocator and offers educational seminars. Brian has a strong understanding of the financial markets and provides tailored advice to meet individual client needs.
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.
Asset allocation programs
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.
Solicitors fees
1
2
MA
12/20/2023 - Present
MML Investors Services, LLC (WELLESLEY MA)
MA
07/12/2010 - 02/11/2011
CRAIG-HALLUM CAPITAL GROUP LLC (BOSTON MA)
BOTH
Issued 01/17/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2023
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 07/16/2010
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 07/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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