Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fitzgerald is a financial advisor with Grant Williams LP. Brian is registered to offer securities in Pennsylvania. Brian has been in the industry since June 9, 2002, and has held licenses with a number of firms in the past. Brian has passed the Securities Industry Essentials Examination (SIE), the General Securities Representative Examination (Series 7), and the Investment Company Products/Variable Contracts Representative Examination (Series 6).
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
PA
02/10/2016 - Present
Grant Williams LP (PHILADELPHIA PA)
CO
01/05/2010 - 02/28/2014
CURIAN CLEARING, LLC (DENVER CO)
TN
11/05/2008 - 12/31/2009
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
MA
12/20/2005 - 10/30/2008
JOHN HANCOCK FUNDS, LLC (BOSTON MA)
MA
06/13/2000 - 05/05/2005
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
BOTH
Issued 10/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Fitzgerald is the right advisor for you? Invested Better is here to help.
