Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gardiner is a financial advisor with over 20 years of experience in the financial services industry. Brian is registered with Vanderbilt Advisory Services and holds the Series 7, 24, 31, and 66 licenses. Brian has extensive experience working with individuals, corporations, and charitable organizations. Brian is a Certified Financial Planner™ and offers financial planning and portfolio management services.
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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2
NY
02/24/2023 - Present
Vanderbilt Advisory Services (WOODBURY NY)
MD
05/07/2020 - 02/27/2023
COASTAL EQUITIES, INC. (WESTMINSTER MD)
MD
06/21/2013 - 05/21/2020
CABOT LODGE SECURITIES LLC (WESTMINSTER MD)
MD
03/05/2012 - 06/27/2013
ALLIED BEACON PARTNERS, INC. (WESTMINSTER MD)
MD
06/24/2009 - 12/23/2011
AXA ADVISORS, LLC (WESTMINSTER MD)
MD
06/24/2002 - 06/12/2009
LINCOLN FINANCIAL ADVISORS CORPORATION (HUNT VALLEY MD)
IN
06/24/2002 - 06/08/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
FL
04/03/2001 - 05/28/2002
INTERSECURITIES, INC. (ST. PETERSBURG FL)
GA
09/29/2000 - 03/22/2001
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
08/12/1999 - 03/21/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/18/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/08/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 08/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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