Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brien? Claim Your ProfileBrien Cavalier is a financial advisor at MML Investors Services, LLC, located in Minneapolis, MN. Brien has been working in the financial services industry since 2011. Brien holds Series 7, Series 66, and SIE licenses. Brien's previous experience includes working at Ameriprise Financial Services, Inc. in Tennessee and LPL Financial LLC in Minnesota. Brien specializes in providing financial planning, portfolio management, and pension consulting services to a variety of clients, including high net worth individuals, corporations, and retirement plans. Brien is committed to providing personalized financial advice to help clients reach their financial goals.
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 programs
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.
Solicitors fees
1
2
MN
01/18/2024 - Present
MML Investors Services, LLC (Minneapolis MN)
TN
03/26/2019 - 01/25/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Franklin TN)
MN
01/05/2018 - 04/19/2018
LPL FINANCIAL LLC (ROSEVILLE MN)
MN
10/04/2017 - 12/13/2017
AMERIPRISE FINANCIAL SERVICES, INC. (NEW BRIGHTON MN)
BOTH
Issued 01/15/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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