Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Prusicki is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the industry since 2002 and has a wide range of experience. Brian holds Series 7, Series 63 and Series 66 licenses. Brian is registered with the state of New Jersey and Texas. Brian's primary practice area is in Financial Planning, and also focuses on the areas of portfolio management for individuals and businesses. Brian has a track record of success in providing personalized financial advice to clients. Brian's mission is to help clients achieve 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NJ
07/30/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (ISELIN NJ)
NY
09/03/2003 - 04/05/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
11/27/2002 - 08/05/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
11/20/2001 - 10/23/2002
ROAN-MEYERS ASSOCIATES, LP (NEW YORK NY)
BOTH
Issued 04/17/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Prusicki is the right advisor for you? Invested Better is here to help.
