Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Coltrane is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Kestra Investment Services, LLC in Pennsylvania and Georgia. Brian has a strong background in the securities industry, having previously worked with CBIZ Financial Solutions, Inc. in Georgia and Northwestern Mutual Investment Services, LLC and Robert W. Baird & Co. Incorporated in Wisconsin. Brian holds the Series 6, Series 63 and SIE licenses and is a registered representative in Pennsylvania and Georgia.
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.
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.
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2
PA
07/30/2007 - Present
Kestra Investment Services, LLC (Warrington PA)
GA
01/12/2006 - 06/21/2007
CBIZ FINANCIAL SOLUTIONS, INC. (ATLANTA GA)
WI
09/20/2001 - 08/01/2005
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
09/20/2001 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 10/02/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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