Unclaimed
Brian Mirman is an investment advisor representative with Northwestern Mutual Investment Services, LLC, a firm headquartered in Milwaukee, WI. Brian has been working in the financial services industry since 2023 and has a Series 7TO, Series 66, and SIE. Brian holds registrations in both New Jersey and New York. Brian is dedicated to providing personalized financial advice and guidance to clients, assisting them with various financial planning needs.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
NY
04/15/2024 - Present
Northwestern Mutual Investment Services, LLC (MELVILLE NY)
NY
06/05/2023 - 11/28/2023
PRUCO SECURITIES, LLC. (New York NY)
BOTH
Issued 07/03/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Brian Mirman is the right advisor for you? Invested Better is here to help.