Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McMahon is a financial advisor who has been in the industry since December 2002. Brian is registered with Amundi Asset Management US, Inc. and has a Series 6, 7, and 66 license. Brian has worked for several firms including Wachovia Securities, LLC, Citigroup Global Markets Inc., and Citicorp Investment Services. Brian’s experience includes working with various client types, including individuals, businesses, investment companies, and pooled investment vehicles. Brian’s current role at Amundi Asset Management US, Inc. focuses on providing portfolio management services.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
12/15/2020 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
NY
05/29/2007 - 04/17/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/17/2003 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
MO
09/04/2002 - 06/11/2003
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
BOTH
Issued 10/18/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2005
Series 7 - General Securities Representative Examination
BC
Issued 09/03/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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