Unclaimed
Brien Paul Krank is a financial advisor at Raymond James Financial Services Advisors, Inc. Brien has been in the financial industry since 1996. Brien holds licenses from the State of North Dakota and Texas. Brien specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Brien is a Certified Financial Planner™ professional and is dedicated to providing his clients with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
ND
05/07/2015 - Present
Raymond James Financial Services Advisors, Inc. (FARGO ND)
ND
06/01/2009 - 05/07/2015
MORGAN STANLEY (FARGO ND)
ND
01/05/1996 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (FARGO ND)
ND
01/16/2009 - 02/04/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARGO ND)
BC
Issued 01/26/1996
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/25/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/03/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/04/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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