Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tepper is an investment advisor representative with Foundations Investment Advisors LLC. Brian has been in the financial services industry for over 20 years. Brian has a Series 6, Series 63, and Series 65 license. Brian has experience working with high-net-worth individuals, corporations, and other businesses. Brian is registered with the state of Michigan. Brian also serves as Vice President of Detroit Financial, a fixed life insurance firm in Birmingham, Michigan. Brian specializes in financial planning, portfolio management, and educational seminars.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
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AZ
11/04/2021 - Present
Foundations Investment Advisors LLC (PHOENIX AZ)
MI
01/03/2017 - 09/08/2021
THE LEADERS GROUP, INC. (Farmington Hills MI)
MI
06/01/2012 - 12/31/2016
LINCOLN INVESTMENT (SOUTHFIELD MI)
MI
04/08/2002 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (SOUTHFIELD MI)
WI
04/14/2000 - 01/22/2002
SII INVESTMENTS, INC. (APPLETON WI)
IA
Issued 02/26/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/27/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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