Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bolger is a financial advisor with National Financial Services LLC. Brian has been in the financial services industry since 2022. Brian holds the Series 7, Series 63, Series 99TO and SIE licenses. Brian is registered with FINRA. Brian is a licensed securities agent in the state of Texas. Brian's previous firm was Fidelity Brokerage Services 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.
1
2
TX
08/14/2023 - Present
National Financial Services LLC (WESTLAKE TX)
TX
05/03/2022 - 04/19/2023
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 05/16/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/14/2023
Series 99TO - Operations Professional Examination
BC
Issued 05/02/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Bolger is the right advisor for you? Invested Better is here to help.
