Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Rian? Claim Your ProfileRian Flad is a registered investment advisor representative with SMB Financial Services, Inc. in PORTLAND, Oregon. Rian Flad has been in the industry since 2008 and has a Series 66 and a Series 7 license. Prior to joining SMB Financial Services, Inc., Rian Flad worked at PRINCOR FINANCIAL SERVICES CORPORATION in PORTLAND, Oregon. Rian Flad also has the following designations: 1, 2, 3 and 6.
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.
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.
1
2
OR
08/17/2011 - Present
SMB Financial Services, Inc. (PORTLAND OR)
OR
03/10/2008 - 08/11/2011
PRINCOR FINANCIAL SERVICES CORPORATION (PORTLAND OR)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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