Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McCleskey is a financial advisor who has been in the industry since 2003. Brian McCleskey has been registered with Money Concepts Capital Corp since 2015 and Win Advisors, Inc since 2019. Previously, Brian McCleskey was registered with Infinex Investments, Inc, BI Investments, LLC, American Express Financial Advisors Inc, and IDS Life Insurance Company. Brian McCleskey has been recognized as a Chartered Financial Analyst and holds the Series 65, Series 66, and Series 7 licenses. Brian McCleskey specializes in investment management for individuals, portfolio management for businesses, and financial planning.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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 fee
1
2
FL
04/14/2015 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
VA
06/01/2008 - 04/29/2013
INFINEX INVESTMENTS, INC. (WILLIAMSBURG VA)
VA
01/24/2008 - 06/01/2008
BI INVESTMENTS, LLC (GLEN ALLEN VA)
MN
08/20/2003 - 10/02/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
08/20/2003 - 10/02/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 02/11/2008
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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