Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McGrath is a financial advisor with Keybanc Capital Markets Inc., a firm based in Denver, Colorado. Brian has been in the industry since 1995. He holds Series 7, 24, 63, 99TO, and SIE licenses. Brian is registered in Colorado and Illinois. Brian's experience and licenses demonstrate his commitment to providing clients with comprehensive financial advice.
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.
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.
1
2
CO
02/15/2022 - Present
Keybanc Capital Markets Inc. (Denver CO)
NC
09/16/2019 - 12/06/2021
FIFTH THIRD SECURITIES, INC. (CHARLOTTE NC)
CO
04/01/2015 - 09/19/2019
ROBERT W. BAIRD & CO. INCORPORATED (DENVER CO)
CO
01/14/2009 - 04/09/2015
STIFEL, NICOLAUS & COMPANY, INCORPORATED (DENVER CO)
NC
06/04/2003 - 12/17/2008
BANC OF AMERICA SECURITIES LLC (CHARLOTTE NC)
MD
11/22/1994 - 06/05/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
12/16/1992 - 01/22/1993
F.N. WOLF & CO., INC.
BC
Issued 09/26/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2020
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian McGrath is the right advisor for you? Invested Better is here to help.
