Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kertel is a registered representative with Fidelity Brokerage Services LLC. Brian has been in the securities industry for over 9 years. Brian is licensed to sell securities in 53 states and holds the Series 7, Series 63, Series 65, and SIE licenses. Brian has previously worked at Morgan Stanley.
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.
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RI
12/21/2022 - Present
Fidelity Brokerage Services LLC (SMITHFIELD RI)
CA
02/10/2014 - 09/21/2022
MORGAN STANLEY (San Mateo CA)
IA
Issued 07/31/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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