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 registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. He has been in the industry since 2012. Brian is licensed to sell securities in 28 states and has both Series 6 and Series 66 licenses. He is also a licensed investment advisor representative in Texas. Prior to joining Merrill Lynch, Brian worked for Royal Alliance Associates, Inc. and Signator Investors, Inc. Brian specializes in providing investment advice to individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal government entities.
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 3/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/20/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/7/2012
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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