Unclaimed
Brian C Pfeifler is a financial advisor with Morgan Stanley. Brian Pfeifler is registered with the state of Florida and is licensed to offer investment advisory services. Brian Pfeifler has been in the financial services industry for 31 years. Brian Pfeifler is also registered as an investment advisor in the state of New York and has a resident license for Texas. Brian Pfeifler also has several other business affiliations which include: PF Euro Investments LLC, Davidson Kempner Distressed Opportunities Fund IV, Cabin at Shooting Star LLC and 555 PARTNERS LLC. Brian Pfeifler's previous employers include Morgan Stanley & Co. Incorporated and Morgan Stanley Market Products Inc.
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
NY
06/01/2009 - Present
Morgan Stanley (New York NY)
NY
11/19/1992 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEW YORK NY)
NY
11/19/1992 - 06/06/1994
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
IA
Issued 11/20/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Pfeifler is the right advisor for you? Invested Better is here to help.