Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McDaid is a financial advisor with over 30 years of experience in the industry. Brian is a Certified Financial Planner (CFP®) and is registered with Ameriprise Financial Services, LLC. Brian provides a variety of financial services to individuals, businesses, and trusts. Brian's previous employers include Securities America, Inc. and 1st Global Capital Corp. Brian holds Series 7, Series 24, and Series 63 securities licenses. Brian is also registered as an investment advisor representative in New Jersey and North Carolina.
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.
Asset allocation services
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.
A percentage of the total value of assets under management is charged.
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2
NJ
09/11/2024 - Present
Ameriprise Financial Services, LLC (PARAMUS NJ)
NJ
01/23/2003 - 07/28/2015
SECURITIES AMERICA, INC. (MONTVALE NJ)
TX
07/18/1994 - 02/07/2003
1ST GLOBAL CAPITAL CORP. (DALLAS TX)
NJ
04/28/1995 - 02/24/1997
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NA
02/08/1993 - 07/18/1994
FIVE STAR RESOURCES, INC.
CA
09/14/1992 - 02/08/1993
FIRST AFFILIATED SECURITIES (LA JOLLA CA)
CA
03/28/1991 - 09/18/1992
TRIPLE CHECK FINANCIAL SERVICES, INC. (BURBANK CA)
NY
12/14/1989 - 11/07/1990
GERALD S. BERGER, INC. (HARTSDALE NY)
NA
05/23/1989 - 12/12/1989
INDEPENDENT FINANCIAL SECURITIES, INC.
BC
Issued 07/25/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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