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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Goldstein is a registered investment advisor representative with Cadaret, Grant & CO., Inc. Brian has been in the industry since January 3, 2000 and holds FINRA Series 63, Series 7, and SIE licenses. Brian also holds licenses in Connecticut, Florida, Nevada, New Jersey, New York, and Virginia. Brian is a representative for Cadaret, Grant & CO., Inc. and works in the New York office. In addition to working with Cadaret, Grant & CO., Inc., Brian is also an insurance agent for Barry V. Goldstein & Associates LLC. Brian offers financial planning, pension consulting, and educational seminars to individual clients.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
05/04/2021 - Present
Cadaret, Grant & CO., Inc. (NEW YORK NY)
MA
06/04/2004 - 11/02/2005
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CT
04/17/2000 - 11/19/2003
ADVEST, INC. (HARTFORD CT)
NJ
02/04/1998 - 05/05/2000
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 09/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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