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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 Derek Kingshill is a financial advisor with over 38 years of experience in the industry. Brian has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1990, and has also held previous positions with Shearson Lehman Hutton Inc. and Bank of America. Brian specializes in working with individuals, corporations, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Brian's experience in the industry, along with his commitment to providing excellent service, makes him a valuable resource for clients seeking financial guidance.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
02/02/1990 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
NY
05/08/1989 - 02/13/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NY
06/18/1985 - 05/22/1989
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/28/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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