Unclaimed
Bryan Blackburn is a financial advisor registered in Ohio with Carnegie Investment Counsel. Bryan has over 7 years of experience in the financial industry. Bryan Blackburn has a Series 7 and Series 66 license, as well as the SIE exam. Bryan Blackburn holds the Certified Financial Planner designation. Bryan has experience working with high-net-worth individuals, corporations, and charitable organizations. Carnegie Investment Counsel is a registered investment advisor with over 35 years of experience providing financial advice and investment management services to individuals, corporations, and institutions. The firm has approximately $4.5 billion in assets under management.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
OH
08/22/2017 - Present
Carnegie Investment Counsel (PEPPER PIKE OH)
OH
01/19/2017 - 07/21/2017
MCDONALD PARTNERS LLC (CLEVELAND OH)
OH
07/10/2014 - 01/11/2017
WELLS FARGO CLEARING SERVICES, LLC (PEPPER PIKE OH)
CO
08/17/2010 - 07/18/2014
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 07/11/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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