Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sasaki-scanlon is an Investment Advisor Representative at Raymond James Financial Services Advisors, Inc. Brian has over 15 years of experience in the financial services industry and has worked with a variety of clients, including individuals, families, and businesses. Brian is committed to helping his clients achieve their financial goals and provides a range of services, including financial planning, investment management, and retirement planning. Brian is licensed to offer securities in Alabama, California, Colorado, Connecticut, Florida, Georgia, Indiana, Nevada, New Jersey, New York, Ohio, South Carolina, and Tennessee. Prior to joining Raymond James Financial Services Advisors, Inc., Brian worked as a Financial Advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley Smith Barney. Brian has a strong understanding of the financial markets and is committed to providing his clients with personalized and professional service.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/20/2017 - Present
Raymond James Financial Services Advisors, Inc. (NEPTUNE BEACH FL)
FL
02/03/2012 - 06/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
06/01/2009 - 02/16/2012
MORGAN STANLEY SMITH BARNEY (JACKSONVILLE FL)
FL
09/25/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (JACKSONVILLE FL)
BOTH
Issued 10/16/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 09/24/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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