Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roman? Claim Your ProfileRoman Brilman is a financial advisor at Meridian Investments, Inc. Roman has been in the industry since October 17, 2002. Roman is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in 35 states. Roman is a Series 7, Series 24, Series 66, Series 79TO, and Series 99TO licensed professional.
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.
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2
GA
05/21/2007 - Present
Meridian Investments, Inc. (Atlanta GA)
RI
06/18/2002 - 07/29/2005
CCO INVESTMENT SERVICES CORP. (JOHNSTON RI)
NY
08/23/2001 - 06/04/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
09/26/2000 - 06/05/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/2000 - 06/05/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 10/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/04/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/24/2024
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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