Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Serimian is an investment advisor representative for Concurrent Investment Advisors, LLC, a registered investment advisor. Brian has been in the industry since 2009 and has been with the firm since 2023. Prior to joining Concurrent Investment Advisors, LLC, Brian was an investment advisor representative for Raymond James Financial Services, Inc. and Wells Fargo Advisors, LLC. Brian has a strong understanding of the financial markets and is committed to providing personalized financial advice to help clients achieve their financial goals. Brian's specializations include providing advice to individuals, businesses, and retirement plans.
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.
Helps you choose top advisors aligned with your financial 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.
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
FL
04/11/2023 - Present
Concurrent Investment Advisors, LLC (TAMPA FL)
CA
01/18/2019 - 04/28/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (FRESNO CA)
CA
06/14/2013 - 01/23/2019
WELLS FARGO CLEARING SERVICES, LLC (FRESNO CA)
CA
10/01/2012 - 06/18/2013
J.P. MORGAN SECURITIES LLC (FRESNO CA)
CA
11/08/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (FRESNO CA)
CA
02/04/2011 - 10/17/2011
WELLS FARGO ADVISORS, LLC (FRESNO CA)
CA
02/27/2009 - 07/06/2009
WELLS FARGO INVESTMENTS, LLC (FRESNO CA)
BOTH
Issued 03/11/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/21/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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