Unclaimed
Michael Brian is an investment professional with over 20 years of experience in the financial services industry. Michael is currently registered with State Farm VP Management Corp. and holds a Series 7, 66 and 24 license. Michael holds a Series 6, 26 and SIE license. Michael previously worked at TIAA-CREF Individual & Institutional Services, LLC, Financial Network Investment Corporation and CUNA Brokerage Services, Inc. Michael's career began at CUNA Brokerage Services, Inc., in 1999.
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.
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.
1
2
AZ
01/01/2023 - Present
State Farm VP Management Corp. (TEMPE AZ)
CO
01/04/2007 - 08/31/2007
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
CO
03/14/2006 - 11/21/2006
FINANCIAL NETWORK INVESTMENT CORPORATION (FORT COLLINS CO)
IA
10/14/1999 - 10/29/2004
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
BOTH
Issued 05/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 06/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 12/30/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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