Brian Surovik
Compliance Officer chez Investment Professionals, Inc.
Profil
Brian Surovik is currently working as the Chief Compliance Officer at Investment Professionals, Inc. since 2007.
He completed his undergraduate degree from Southwest Texas State University.
Postes actifs de Brian Surovik
| Sociétés | Poste | Début |
|---|---|---|
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 |
Formation de Brian Surovik
| Southwest Texas State University | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 1 |
|---|---|
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 |
