Unclaimed
John Robert Brem is a registered investment advisor representative with Per Stirling Capital Management, LLC, an investment firm with offices in Austin, Texas. John Robert Brem has been working in the financial services industry since 1984 and has experience working with high-net-worth individuals, corporations, and charitable organizations. John Robert Brem has a Series 6, Series 7, and Series 63 license, and has completed the Securities Industry Essentials Examination. John Robert Brem also works as a registered representative for B.B. Graham & Company, Inc.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Promoter fees
1
2
TX
06/17/2016 - Present
PER Stirling Capital Management, LLC (AUSTIN TX)
TX
12/03/1998 - 06/20/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HOUSTON TX)
WI
03/08/1993 - 01/21/1999
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
WI
04/20/1993 - 12/10/1998
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
NA
08/29/1984 - 01/23/1986
ROBERT W. BAIRD & CO. INCORPORATED
BC
Issued 02/11/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 03/04/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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