Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Day is a registered investment advisor representative for Global Retirement Partners LLC, a firm specializing in retirement planning and wealth management. Brian has over 10 years of experience in the financial services industry and holds a Series 6, Series 7, Series 63, and Series 65 licenses. Brian's expertise includes financial planning, portfolio management, and pension consulting. Brian is committed to providing personalized financial guidance and helping clients achieve their financial goals.
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.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/28/2022 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
MA
10/17/2018 - 11/11/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
07/01/2016 - 03/23/2017
LPL FINANCIAL LLC (LEXINGTON MA)
MA
09/17/2014 - 07/29/2016
NYLIFE SECURITIES LLC (LEXINGTON MA)
MA
10/10/2008 - 04/08/2011
NYLIFE SECURITIES LLC (WALTHAM MA)
IA
Issued 11/21/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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