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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 Christopher Pick is a financial advisor registered with Raymond James & Associates, Inc. Brian Pick has been in the financial services industry since 1996 and has a strong track record of helping clients achieve their financial goals. Brian Pick is committed to providing his clients with personalized service and advice. Prior to joining Raymond James & Associates, Inc., Brian Pick was employed with Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian Pick offers a variety of financial services, including financial planning, portfolio management, and investment advisory services. Brian Pick is dedicated to helping his clients make informed financial decisions and reach their financial goals.
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.
Please see note in schedule d - miscellaneous
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.
1
2
PA
03/03/2017 - Present
Raymond James & Associates, Inc. (WILLIAMSPORT PA)
PA
07/17/1996 - 03/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WILLIAMSPORT PA)
IA
Issued 12/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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