Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Charles Cassidy is a registered investment advisor with Cambridge Investment Research Advisors, Inc. and Duncan Financial Planning Advisors. Brian has been in the industry since December 1998 and holds Series 7, 24, and 66 licenses. Brian is registered to provide investment advice in 30 states and two provinces. Brian's primary office is located in East Windsor, Connecticut. Brian's current firm, Cambridge Investment Research Advisors, Inc., is a large firm with over 3,000 employees. Brian is registered with a variety of client types, including high net worth individuals, pension and profit-sharing plans, and corporations and other businesses.
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.
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.
Solicitation fees from 3rd party money managers
1
2
CT
06/22/2020 - Present
Cambridge Investment Research Advisors, Inc. (EAST WINDSOR CT)
CT
08/15/2006 - 05/07/2012
TOWER SQUARE SECURITIES, INC. (EAST WINDSOR CT)
NY
04/01/2006 - 08/08/2006
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
12/03/1998 - 04/01/2006
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
BOTH
Issued 02/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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