Brian Ursu, CFP
Intentional Wealth Advisors
Certified Financial Planner in Traverse City, MI
http://www.intentionaladvice.com
Address:4110 Copper Ridge Dr Ste 235
Traverse City, MI 49684
About Brian Ursu
Brian Ursu is a financial professional at Intentional Wealth Advisors located in Traverse City, Michigan. Brian Ursu holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Brian Ursu provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Brian Ursu4110 Copper Ridge Dr Ste 235
Traverse City, MI 49684
Phone Number:
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Website:
http://www.intentionaladvice.com
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