Picture of Brian Held

    Brian Held

    CLTC


    Check the background of this investment professional on FINRA's BrokerCheck

    About Brian

    The essence of practice is proper financial analysis to help protect families and businesses from the economic hazards associated with four basic human concerns: death, illness, disability, and outliving one’s financial resources. My mission is to provide excellent service and work with families and businesses in reaching their goals.

    As a Financial Services Professional, I am qualified to work with individuals and businesses to implement financial strategies based on your needs and desires.

    My role is to develop a detailed financial analysis, to effectively communicate complex financial independence and security. My primary goal, though, is to bring value to my clients’ lives and help them reach their financial goals by addressing their needs for both today and the future.

    I am confident that my knowledge of the industry, my ability to assess the needs and wants of my clients and the relationship building that I distinctively possess can help you walk away feeling secure about your financial strategy.

    I received my BS in business from the Kelley School of Business at Indiana University.

    The Process: 

    • Gather Data 

    • Establish Goals 

    • Identify Problems/Opportunities 

    • Provide Alternative Solutions 

    • Select Appropriate Strategies 

    • Identify Costs 

    • Develop and Implement a Strategy 

    • Review Annually

    Employee Benefits* 

    • Group Health Insurance 

    • Disability Income 

    • Group Long Term Care Insurance

    Personal Protection 

    • Life Insurance 

    • Disability Income Insurance 

    • Long Term Care Insurance

    Business Strategies 

    • Key Person Insurance 

    • Buy/Sell Funding 

    • Deferred Compensation 

    • Split Dollar Plans

    Tax Minimization Strategies 

    • Reduction 

    • Deferral

    Estate Analysis** 

    • Estate Tax Planning 

    • Trust Funding

    Retirement & Education Planning 

    • Pension and Profit Sharing 

    • 401(k) Plans 

    • IRA’s: SEP, SIMPLE, Roth, Traditional and Education

    Area(s) of Focus

    • Insurance Strategies
    • Investment Strategies

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Brian Held CLTC is a registered representative of and offers securities through MML Investors Services, LLC, Member SIPC, 2 North 20th Street, Suite 1500, Atlanta, GA 30338, Tel: (770) 551-3400

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Alabama, Arizona, Colorado, Florida, Georgia, Mississippi, New York, South Carolina, Tennessee, Texas, Virginia

    I am licensed to sell Securities Products in the following jurisdictions:
    Alabama, Georgia

    Brian Held CLTC, Birmingham, AL

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