Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Klakring is a financial advisor with Raymond James & Associates, Inc. He has over 24 years of experience in the financial services industry. Brian has held a Series 7, Series 66 and SIE license. He is registered with the state of Florida. Prior to joining Raymond James & Associates, Inc., Brian was employed by Chevy Chase Financial Services in Bethesda, MD. Brian specializes in working with individuals, high-net-worth individuals, corporations, charitable organizations, insurance companies, banking and thrift institutions, pension and profit-sharing plans, and state and municipal government entities.
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.
Please see note in schedule d - miscellaneous
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.
1
2
FL
01/28/2004 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
MD
03/03/1999 - 04/23/2003
CHEVY CHASE FINANCIAL SERVICES (BETHESDA MD)
BOTH
Issued 11/20/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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