Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Robert Rose is a financial professional with over 34 years of experience in the financial services industry. Brian is a registered representative of PFS Investments Inc. and has a Series 63, Series 6, and Series 65 licenses. Brian also has the SIE license. Brian has been associated with PFS Investments Inc. since 1989 and previously worked with Primerica Financial Services. Brian is a resident of Portage, MI and is active in the community. Brian can provide financial advice and products to individuals, high-net-worth individuals, corporations or other businesses, and charitable organizations.
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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MI
01/27/2025 - Present
PFS Investments Inc. (PORTAGE MI)
IA
Issued 03/18/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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