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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 Olah is an investment advisor representative with Cadaret, Grant & CO., Inc. Brian has been in the financial industry since 1994 and has been with Cadaret, Grant & CO., Inc. since 2007. Brian has a Series 63, Series 6, Series 26, and SIE license. Brian has a deep understanding of financial planning and investment solutions and is committed to providing his clients with personalized advice and exceptional service. Brian is also a Managing Member of Halo Wealth Management, LLC and provides personal income tax preparation 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.
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
OH
04/08/2009 - Present
Cadaret, Grant & CO., Inc. (NORTH OLMSTED OH)
OH
04/12/2002 - 08/16/2007
WORLD GROUP SECURITIES, INC. (CINCINNATI OH)
GA
08/11/1994 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 08/27/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/21/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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