Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Spangler has been in the financial industry since November 22, 2001. Brian is a registered representative of Edward Jones and has been with the firm since July 2005. Brian currently holds licenses in Arizona, Colorado, Florida, Georgia, Maryland, Massachusetts, Missouri, New Jersey, New York, North Carolina, Oklahoma, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Brian offers financial planning, pension consulting, and portfolio management services to individuals, businesses, and other institutions. Brian also specializes in providing investment advice to individuals and families. Brian is committed to helping his clients reach their financial goals and is dedicated to providing them with personalized service.
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.
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.
See schedule d - miscellaneous
1
2
NC
01/10/2019 - Present
Edward Jones (Burlington NC)
MO
01/10/2002 - 08/05/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/01/2001 - 12/19/2001
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 05/06/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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