Unclaimed
Brian Stover is a financial advisor with Raymond James Financial Services Advisors, Inc., a firm with over 5,000 advisors and nearly $345 billion in assets under management. Brian has been in the financial services industry since 2016 and is registered in multiple states. Brian is able to provide financial planning, portfolio management, and pension consulting services to individuals and businesses. Brian also provides support services through Peoples Investment Services.
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
OH
08/27/2021 - Present
Raymond James Financial Services Advisors, Inc. (Marietta OH)
BOTH
Issued 08/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/29/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/26/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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