Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thomas Maher is a financial advisor with over 25 years of experience in the financial services industry. Brian has a Series 6, 7, 24, 63 and 66 licenses and holds a SIE designation. Brian Maher is currently registered as an investment advisor representative with Signature Equity Partners, LLC. Prior to joining Signature Equity Partners, Brian worked with Cambridge Investment Research, Inc., LPL Financial LLC, FirstMerit Financial Services, Inc., New England Securities and U.S. Bancorp Investments, Inc. Brian's practice provides portfolio management for individuals, selection of other advisors and retirement planning 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Retirement plan consulting services
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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OH
04/01/2024 - Present
Signature Equity Partners, LLC (Westerville OH)
OH
01/07/2022 - 04/08/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (Westerville OH)
OH
06/01/2016 - 01/18/2022
LPL FINANCIAL LLC (CUYAHOGA FALLS OH)
OH
09/18/2013 - 05/13/2016
LPL FINANCIAL LLC (AKRON OH)
OH
05/13/2013 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (AKRON OH)
OH
02/22/2012 - 05/08/2013
NEW ENGLAND SECURITIES (HIGHLAND HILLS OH)
OH
07/20/2010 - 02/03/2012
U.S. BANCORP INVESTMENTS, INC. (BEREA OH)
OH
08/03/2007 - 07/06/2010
THE HUNTINGTON INVESTMENT COMPANY (STRONGSVILLE OH)
OH
04/28/2000 - 08/23/2007
FIFTH THIRD SECURITIES, INC. (STRONGSVILLE OH)
IL
11/11/1999 - 04/12/2000
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
TX
12/23/1998 - 10/26/1999
VAN KAMPEN FUNDS INC. (HOUSTON TX)
IL
10/21/1997 - 12/15/1998
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 12/08/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/20/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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