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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 Erwin is a financial advisor working for Benjamin F. Edwards & Company, Inc.. Brian has been in the industry since 1998 and specializes in various services including financial planning, pension consulting, and portfolio management. Brian has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. Brian is registered in various states including Arizona, Arkansas, California, Colorado, Connecticut, and many others.
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.
A percentage of the total value of assets under management is charged.
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2
MO
09/09/2016 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
AR
10/24/2014 - 09/15/2016
STEPHENS (JONESBORO AR)
AR
03/21/1998 - 10/31/2014
AMERIPRISE FINANCIAL SERVICES, INC. (JONESBORO AR)
MN
03/21/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 03/11/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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