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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Currier is a financial advisor with over 30 years of experience in the financial services industry. Brian's expertise encompasses a wide range of financial services, including portfolio management for individuals, businesses, and investment companies. Brian is a registered representative of Morgan Stanley, and is also registered as an Investment Advisor Representative in multiple states. He holds the Series 7, Series 31, Series 63, and Series 65 licenses, and also holds the Securities Industry Essentials (SIE) certification. Brian's previous experience includes positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley & Co. Incorporated.
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.
Comprehensive financial plans to help you achieve your personal and business 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WA
04/26/2024 - Present
Morgan Stanley (Vancouver WA)
OR
11/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PORTLAND OR)
OR
08/23/1989 - 12/01/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PORTLAND OR)
IA
Issued 06/14/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/19/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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