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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 Glickman is a financial advisor with IC Advisory Services, Inc., located in Bedminster, NJ. Brian Glickman has been in the financial services industry since 1996. Brian has passed the Series 6, 7, 24, 26, 63, and SIE exams. Brian is also a Personal Financial Specialist (PFS). Brian is also a Certified Public Accountant (CPA) and has been practicing accounting since 1979. Brian's clients include individuals, families, businesses, and charitable organizations. Brian provides a range of financial services, including financial planning, investment management, and insurance planning.
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.
Guidance on pension options to ensure a secure financial future.
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.
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
NJ
04/13/2021 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NY
01/09/1997 - 04/27/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
NY
06/26/1996 - 02/05/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/26/1996 - 02/05/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/03/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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