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Brian Surovik
Compliance Officer bei Investment Professionals, Inc.
Aktive Positionen von Brian Surovik
Unternehmen | Position | Beginn | Ende |
---|---|---|---|
Investment Professionals, Inc.
![]() Investment Professionals, Inc. Investment ManagersFinance Investment Professionals, Inc. provides investment brokerage, asset management, and trust services for financial institutions, financial consultants, and individual investors in the United States. It provides investment programs, financial consultant recruiting and support solutions, desktop solutions monitoring of pending items for financial consultant, marketing solutions, and program options solutions; and financial planning, retirement planning, education planning, legacy planning, wealth management, fee-based advisory, business investment, mutual funds, individual securities, fixed and variable annuities, life/health/disability insurance, long-term care insurance, structured products, fixed income, REITS, automatic investment plans, training, money management, college savings plans, UTMAs, UGMAs, wealth transfer strategies, charitable and endowment, and business-specific solutions. The company was founded by Scott A. Barnes in 1992 and is headquartered in San Antonio, TX. | Compliance Officer | 01.01.2007 | - |
Corporate Officer/Principal | 01.01.2007 | - |
Karriereverlauf von Brian Surovik
Ausbildung von Brian Surovik
Southwest Texas State University | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 3 |
Operativ
Compliance Officer | 1 |
Corporate Officer/Principal | 1 |
Undergraduate Degree | 1 |
Sektoral
Finance | 2 |
Consumer Services | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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Investment Professionals, Inc.
![]() Investment Professionals, Inc. Investment ManagersFinance Investment Professionals, Inc. provides investment brokerage, asset management, and trust services for financial institutions, financial consultants, and individual investors in the United States. It provides investment programs, financial consultant recruiting and support solutions, desktop solutions monitoring of pending items for financial consultant, marketing solutions, and program options solutions; and financial planning, retirement planning, education planning, legacy planning, wealth management, fee-based advisory, business investment, mutual funds, individual securities, fixed and variable annuities, life/health/disability insurance, long-term care insurance, structured products, fixed income, REITS, automatic investment plans, training, money management, college savings plans, UTMAs, UGMAs, wealth transfer strategies, charitable and endowment, and business-specific solutions. The company was founded by Scott A. Barnes in 1992 and is headquartered in San Antonio, TX. | Finance |
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