Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian O'Grady is a financial advisor with over 20 years of experience in the industry. Brian currently works at Britehorn Securities and is based in Denver, CO. Prior to joining Britehorn Securities, Brian worked for Mainstreet Capital Partners, Brookfield Private Advisors LLC, Park Hill Group LLC, Neuberger Berman, LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian is a licensed Series 7 and 66 representative.
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.
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CO
01/18/2024 - Present
Britehorn Securities (DENVER CO)
TX
01/24/2017 - 09/24/2021
BRITEHORN SECURITIES (Austin TX)
IN
01/15/2015 - 01/03/2017
MAINSTREET CAPITAL PARTNERS (Carmel IN)
NY
11/29/2011 - 12/05/2014
BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)
NY
04/24/2008 - 09/09/2011
PARK HILL GROUP LLC (NEW YORK NY)
PA
06/27/2005 - 04/22/2008
NEUBERGER BERMAN, LLC (PHILADELPHIA PA)
NY
07/09/2001 - 06/13/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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