Unclaimed
Briana Willander is a financial advisor with Lion Street Financial, LLC, a firm headquartered in Leonminster, Massachusetts. Briana has been in the financial industry since 2018 and has a strong track record of success. She is registered with the state of Massachusetts and holds Series 6 and 63 securities licenses. Prior to joining Lion Street Financial, LLC, Briana worked at The Leaders Group, Inc. and Lincoln Financial Securities Corporation.
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.
1
2
MA
07/25/2023 - Present
Lion Street Financial, LLC (Leonminster MA)
CO
02/07/2022 - 07/28/2023
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
09/20/2018 - 02/12/2020
LINCOLN FINANCIAL SECURITIES CORPORATION (LEOMINSTER MA)
MA
05/17/2017 - 07/10/2018
COMMONWEALTH FINANCIAL NETWORK (Northborough MA)
MA
11/16/2015 - 05/15/2017
SIGNATOR INVESTORS, INC. (ANDOVER MA)
BC
Issued 12/01/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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