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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 Washburn Swinney is an Investment Adviser Representative with Financial Services Of America Advisors and has been in the industry since 1995. Brian is registered with the state of Michigan and has Series 6, 63, and 65 licenses. Brian offers financial planning and portfolio management services to individuals and businesses.
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.
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.
Selection of other advisor fees
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MI
09/07/2017 - Present
Financial Services OF America Advisors (TROY MI)
NY
04/18/1995 - 03/08/1996
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/18/1995 - 03/08/1996
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 03/31/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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