Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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