Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Frechman is a financial advisor who has been in the industry since 2005. Brian holds a variety of licenses and certifications including Series 4, 7, 24, 55, 63, 65, and SIE. Brian is currently registered with The Vertical Group. Brian has previously held positions at Telsey Advisory Group LLC, Island Trading, Direct Trading Institutional, L.P., and Trading LLC.
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
NJ
08/06/2015 - Present
THE Vertical Group (RED BANK NJ)
CA
01/31/2011 - 08/04/2015
TELSEY ADVISORY GROUP LLC (Redwood City CA)
NY
10/02/2008 - 11/08/2012
ISLAND TRADING (NEW YORK NY)
CA
06/09/2006 - 10/06/2008
DIRECT TRADING INSTITUTIONAL, L.P. (SAN FRANCISCO CA)
CA
05/20/2005 - 06/09/2006
TRADING LLC (SAN FRANCISCO CA)
BC
Issued 04/23/2005
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/11/2012
Series 4 - Registered Options Principal Examination
BC
Issued 02/03/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2005
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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