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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 Liedstrand is an Investment Advisor Representative with Selective Wealth Management, Inc. Brian is a Series 65 licensed advisor. Brian has been in the securities industry since May 2014. Brian's office is located at 1149 VISTA PARK DRIVE, UNIT D, FOREST, VA 24551. Brian has experience working with individuals, trusts and estates, charitable organizations, and corporations or other businesses. Brian Liedstrand is registered in North Carolina and Virginia.
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.
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.
A percentage of the total value of assets under management is charged.
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VA
05/28/2014 - Present
Selective Wealth Management, Inc. (FOREST VA)
IA
Issued 05/15/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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