Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Foy is a financial advisor with MML Investors Services, LLC located in Omaha, NE. Brian has been in the industry since 1988. Brian holds the Series 6, Series 63, and SIE securities licenses. Brian has experience working with individuals, corporations, and institutional clients. Brian is a registered representative in Iowa and Nebraska. Brian has been working with MML Investors Services, LLC since 2017. Prior to working with MML Investors Services, LLC Brian worked at MSI FINANCIAL SERVICES, INC., New England Securities, Northwestern Mutual Investment Services, LLC, and Robert W. Baird & Co. Incorporated.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NE
03/25/2017 - Present
MML Investors Services, LLC (Omaha NE)
NE
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (FREMONT NE)
NE
04/11/2005 - 01/02/2015
NEW ENGLAND SECURITIES (FREMONT NE)
WI
08/15/1988 - 04/01/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
08/15/1988 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 12/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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