Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Davey is a financial advisor who is based in Salt Lake City, UT. Brian has been in the financial industry since 2007. He is currently registered with Fidelity Brokerage Services LLC. Brian has passed the Series 7, Series 9, Series 10, Series 63 and Series 99TO exams. Brian has experience with National Financial Services LLC.
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.
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UT
07/09/2007 - Present
Fidelity Brokerage Services LLC (SALT LAKE CITY UT)
UT
04/26/2021 - 10/29/2021
NATIONAL FINANCIAL SERVICES LLC (SALT LAKE CITY UT)
BC
Issued 05/12/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/22/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/16/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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