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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 Lippert is a financial advisor with over 30 years of experience in the financial industry. Brian is currently registered with Morgan Stanley in Canton, Ohio. Brian has worked with a variety of firms throughout their career, including UBS Financial Services Inc., McDonald Investments Inc., Key Investments Inc., and Edward D. Jones & Co., L.P.. Brian is licensed to provide financial advice in 20 states across the US. They have a range of specializations including portfolio management for individuals, businesses, and investment companies. Brian also offers financial planning, pension consulting and asset allocation advice.
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
OH
09/08/2010 - Present
Morgan Stanley (Canton OH)
NJ
02/09/2007 - 07/12/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
OH
05/14/1999 - 02/09/2007
MCDONALD INVESTMENTS INC. (CANTON OH)
OH
03/03/1995 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
NA
04/07/1994 - 03/03/1995
SOCIETY INVESTMENTS, INC.
IL
01/19/1993 - 05/05/1994
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MO
08/16/1990 - 01/18/1993
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
IA
Issued 12/14/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/1990
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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