Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Westly Phillips is a financial advisor associated with Ameriprise Financial Services, LLC. Brian has been working in the financial industry since 2014. Brian holds FINRA registrations for both Series 66, Series 7TO and SIE. Brian specializes in Financial Planning, Pension Consulting, Educational Seminars, Portfolio Management for Businesses, and Portfolio Management for Individuals. Ameriprise Financial Services, LLC is a well-established firm, managing over $479 billion in assets under management. Ameriprise offers financial planning, portfolio management, retirement planning, and other services to a variety of clients including individuals, families, businesses, and institutions.
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.
Asset allocation services
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.
1
2
NV
01/13/2025 - Present
Ameriprise Financial Services, LLC (Las Vegas NV)
BOTH
Issued 03/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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