Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brien? Claim Your ProfileBrien Lasse is a financial advisor at Lifeguide Financial Advisors, LLC. Brien has been in the financial services industry for over 15 years and holds the Series 66, Series 7, and Series 55 licenses. Brien is a Certified Financial Planner and specializes in providing financial planning, portfolio management, and pension consulting services. Brien has experience working with a variety of clients, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brien has previously worked at Raymond James Financial Services, Inc., Ameriprise Financial Services, Inc., and IDS Life Insurance Company.
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.
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.
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PA
09/08/2020 - Present
Lifeguide Financial Advisors, LLC (MECHANICSBURG PA)
CT
10/07/2013 - 11/21/2018
RAYMOND JAMES FINANCIAL SERVICES, INC. (DANBURY CT)
CT
07/07/2005 - 10/12/2011
AMERIPRISE FINANCIAL SERVICES, INC. (OXFORD CT)
MN
07/07/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
01/02/2004 - 06/09/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/02/2004 - 06/09/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
02/04/2002 - 11/26/2002
LION'S GROUP TRADING LLC (NEW YORK NY)
BOTH
Issued 01/15/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2002
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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