Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Blum is a financial professional with over 27 years of experience in the financial services industry. He is currently registered with Credit Agricole Securities (usa) Inc. and previously worked at Morgan Stanley & Co. LLC and Morgan Stanley Market Products Inc. Brian holds the Series 7, Series 24 and Series 63 licenses.
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.
1
2
NY
12/20/2022 - Present
Credit Agricole Securities (usa) Inc. (NEW YORK NY)
NY
10/03/1996 - 12/19/2014
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
10/23/1996 - 12/17/2004
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
BC
Issued 01/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/02/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
New York Stock Exchange
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