Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dunn is a financial advisor registered with PNC Investments. Brian has been in the financial industry since 1991. Brian is registered in New Jersey, New Mexico and the United States. Brian Dunn specializes in retirement planning, college planning, and wealth management. Brian Dunn has worked at a number of firms including J.J.B. HILLIARD, W.L. LYONS, INC., PNC BROKERAGE CORP, SUMMIT FINANCIAL SERVICES GROUP, INC., ESSEX NATIONAL SECURITIES, INC., SEI FINANCIAL SERVICES COMPANY, LIBERTY SECURITIES CORPORATION, NEW ENGLAND SECURITIES, EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
12/07/2012 - Present
PNC Investments (CHERRY HILL NJ)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
01/17/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
PA
11/04/1998 - 01/03/2001
SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)
PA
02/22/1996 - 10/22/1998
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
04/29/1994 - 05/30/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
PA
09/02/1992 - 05/03/1994
SEI FINANCIAL SERVICES COMPANY (OAKS PA)
NY
05/08/1992 - 08/21/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
07/27/1990 - 10/28/1991
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
06/11/1990 - 08/14/1990
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
06/11/1990 - 08/14/1990
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 11/02/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/04/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/01/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/17/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/1995
Series 7 - General Securities Representative Examination
BC
Issued 06/08/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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