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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 Beaulieu is a financial advisor at Commonwealth Financial Network. Brian has been in the financial industry since 2000 and has extensive experience in both the securities and investment advisory industries. Brian holds multiple licenses and certifications, including Series 6, 7, 26, 63, and 65. Brian specializes in providing financial planning services to individuals and families, as well as to businesses, corporations, and charitable organizations. Brian is a Chartered Financial Consultant and offers a wide range of investment services, including portfolio management, retirement planning, college savings, and insurance.
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.
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.
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2
ME
03/02/2012 - Present
Commonwealth Financial Network (CAMDEN ME)
ME
01/05/2010 - 03/02/2012
CENTAURUS FINANCIAL, INC. (SEARSPORT ME)
FL
12/04/2009 - 01/06/2010
STERLING ENTERPRISES GROUP, INC. (ST. PETERSBURG FL)
FL
01/29/2008 - 11/24/2009
UVEST FINANCIAL SERVICES GROUP, INC. (CAPE CORAL FL)
ME
09/14/2004 - 01/11/2008
UVEST FINANCIAL SERVICES GROUP, INC. (ELLSWORTH ME)
NJ
07/24/2000 - 09/17/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 08/28/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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