Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Karsten is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Brian is a registered representative in the state of Michigan. Brian has been in the financial services industry since 1982. Brian has worked with a number of firms including Stifel, Nicolaus & Company, Incorporated and Anderson & Company, Inc. Brian specializes in providing financial planning, portfolio management and retirement planning services for individuals, businesses and institutions.
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
MI
10/25/2018 - Present
Raymond James Financial Services Advisors, Inc. (Fremont MI)
MI
05/11/2000 - 11/01/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (GRAND RAPIDS MI)
IL
04/15/1996 - 05/30/2000
ANDERSON & COMPANY, INC. (CHICAGO IL)
MI
04/05/1982 - 04/18/1996
KENT KING SECURITIES CO., INC. (GRAND RAPIDS MI)
IA
Issued 09/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/08/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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