Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian D Munson

Blackstone Securities Partners LP

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian D Munson

Brian Munson is a financial advisor with Blackstone Securities Partners LP. Brian has been working in the financial services industry since 1994. Brian is licensed to sell securities in Alabama, Florida, and New York. Brian holds the Series 6, 7, 63, 66, 79, and SIE licenses. Brian previously worked at Thornburg Securities Corporation, American Funds Distributors, Inc., Jackson National Life Distributors LLC, Investment Centers of America, Inc., Putnam Retail Management Limited Partnership, and Colonial Investment Services, Inc.

Firm Information

Brian Munson is currently registered with Blackstone Securities Partners LP. Blackstone Securities Partners LP is a Partnership formed on September 27, 1988. The firm is registered with the SEC and in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

217

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Munson’s Registration & Firm History

FL

03/08/2017 - Present

Blackstone Securities Partners LP (Miami FL)

NM

11/20/2013 - 02/02/2017

THORNBURG SECURITIES CORPORATION (SANTA FE NM)

CA

06/26/2007 - 11/19/2013

AMERICAN FUNDS DISTRIBUTORS, INC. (LOS ANGELES CA)

TN

01/06/2006 - 06/14/2007

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)

WI

04/23/2003 - 12/31/2005

INVESTMENT CENTERS OF AMERICA, INC. (APPLETON WI)

MA

01/01/1996 - 03/11/2003

PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)

MA

03/01/1995 - 10/13/1995

COLONIAL INVESTMENT SERVICES, INC. (BOSTON MA)

NA

06/25/1994 - 03/01/1995

COLONIAL INVESTMENT SERVICES

MA

04/07/1994 - 05/13/1994

PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)

Not sure if Brian D Munson is right for you?

Licenses & Designations

IA

Issued 10/01/2013

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 08/21/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/12/2007

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/07/2017

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 11/07/2000

Series 7 - General Securities Representative Examination

BC

Issued 04/05/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian D Munson.
Not sure if Brian D Munson is right for you?