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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 Kirby is a financial advisor with Plante Moran Financial Advisors. Brian has been a registered investment advisor since 2016. Brian is registered to provide investment advice in Michigan. Previously, Brian was employed by SMITH BARNEY INC. and LEHMAN BROTHERS INC. Brian has passed the Series 63, Series 65 and Series 7 exams. Brian offers financial planning and portfolio management services to individuals and businesses.
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.
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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MI
01/01/2025 - Present
Plante Moran Financial Advisors (SOUTHFIELD MI)
NY
07/31/1993 - 01/12/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
10/05/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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