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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 McKinney is a registered investment advisor representative for Morgan Stanley. Brian has been in the industry since March 1997. Brian is currently registered in Oklahoma and Texas. Brian has a broad background in the financial industry, having previously worked for Citigroup Global Markets Inc. and Morgan Stanley DW Inc. Brian also holds a Series 7, Series 31, Series 52, 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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
OK
03/19/2020 - Present
Morgan Stanley (Tulsa OK)
OK
06/19/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (TULSA OK)
NY
09/20/1999 - 07/08/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
AR
03/18/1997 - 09/17/1999
ARVEST INVESTMENTS, INC. (ROGERS AR)
IA
Issued 06/23/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 11/26/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/05/1994
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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