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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Terrence Petrov is a registered investment advisor representative with Eagle Strategies LLC. Brian has been active in the securities industry since April 4, 1997. Brian is registered to provide investment advisory services in Texas. Brian has been with Eagle Strategies LLC since September 14, 2009. Brian also has experience with Investors Capital Corp., IFMG Securities, Inc. and A I M Distributors, Inc. Brian holds the Series 6, 22, 63, and 65 securities licenses and the SIE exam. Brian specializes in providing financial planning, pension consulting, and educational seminars to individuals, corporations, and charitable organizations.
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.
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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2
NY
09/14/2009 - Present
Eagle Strategies LLC (NEW YORK NY)
TX
06/24/2005 - 12/31/2005
INVESTORS CAPITAL CORP. (PEARLAND TX)
NY
08/20/2003 - 10/04/2004
IFMG SECURITIES, INC. (PURCHASE NY)
TX
04/25/1996 - 06/02/2003
A I M DISTRIBUTORS, INC. (HOUSTON TX)
IA
Issued 9/10/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/6/2005
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 4/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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