Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Fiera? Claim Your ProfileFiera Brein is an investment advisor representative with Raymond James Financial Services Advisors, Inc. in Kirkland, Washington. Fiera has been in the financial services industry since March 2017. Fiera holds the following licenses: Series 6, Series 7TO, Series 63 and Series 65. Fiera has previously worked at J.P. Morgan Securities LLC. Fiera specializes in providing financial planning, portfolio management for businesses and individuals and pension consulting. Fiera is also a registered representative of Raymond James Financial Services, Inc. Fiera is licensed in California, Idaho, Oregon, and Washington.
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
CA
04/06/2022 - Present
Raymond James Financial Services Advisors, Inc. (Cupertino CA)
WA
08/09/2016 - 06/15/2021
J.P. MORGAN SECURITIES LLC (ISSAQUAH WA)
IA
Issued 03/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/23/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/16/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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