Unclaimed
Brian Roy Derosier is a financial advisor with over 30 years of experience in the industry. He is registered with Private Advisor Group, LLC and offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Brian is dedicated to helping his clients achieve their financial goals. Brian is currently registered with the following states: Arizona, Colorado, Florida, Georgia, Idaho, Illinois, Iowa, Minnesota, Montana, Oregon, South Dakota, Texas, Virginia and Wisconsin. Brian is also registered with the states of Texas and Minnesota as an Investment Advisor Representative.
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.
Solicitation/referral
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/referral fees
1
2
MN
07/19/2024 - Present
Private Advisor Group, LLC (BRAINERD MN)
MN
06/28/1993 - 12/31/2011
ASKAR CORP. (BRAINERD MN)
IA
Issued 10/09/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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