Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nugent is a registered investment advisor representative with Touchstone Advisors Inc. Brian has over 20 years of experience in the financial services industry. Brian is registered with the state of Ohio as both a Broker-Dealer and an Investment Advisor. Brian holds Series 6, 7, 26, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
OH
06/17/2019 - Present
Touchstone Advisors Inc. (CINCINNATI OH)
IA
Issued 08/27/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/08/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/15/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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