Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Chrisman is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc.. Brian has been in the financial industry for over 11 years. Brian is licensed to provide financial services in 28 states and has a strong background in investment management. Brian has held previous positions with Royal Alliance Associates, Inc., Signator Investors, Inc., MSI Financial Services, Inc. and New England Securities.
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
FL
09/15/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STUART FL)
PA
11/02/2018 - 07/20/2020
ROYAL ALLIANCE ASSOCIATES, INC. (WHITEHALL PA)
PA
08/05/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (WHITEHALL PA)
PA
01/02/2015 - 08/09/2016
MSI FINANCIAL SERVICES, INC. (PITTSBURGH PA)
PA
02/08/2012 - 01/02/2015
NEW ENGLAND SECURITIES (PITTSBURGH PA)
BOTH
Issued 03/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 6 - Investment Company Products/Variable Contracts 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
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