Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Crawley is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the financial services industry since October 7, 2021. Brian has a Series 7TO, Series 66 and SIE. Brian is registered in 47 states, including New York and Texas. Brian holds the following specializations: Insurance, Annuities, Mutual Funds, Variable Annuities, and Investment Advisory. Brian has been employed by Merrill Lynch, Pierce, Fenner & Smith Inc. since July 2021 and has worked with Essex Financial Services, Merrill Lynch, Club Corp, and Express lacrosse. Brian is also an officer of The Fat Sunday LLC, a social media account focused on food.
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
NY
06/14/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 11/08/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/02/2021
SIE - Securities Industry Essentials 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 Crawley is the right advisor for you? Invested Better is here to help.
