Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McGuinness is an investment advisor representative with Hightower Advisors, LLC. Brian has been in the industry since February 4, 2005. Brian holds the Series 7, Series 31, Series 66 and SIE licenses. Brian has worked at Equitable Advisors, LLC and Morgan Stanley DW Inc. in the past. Brian specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Financial Planning, Pension Consulting, Selection of Other Advisers, and Treasury Management for Corporate Clients. Brian is registered with the State of New York and Florida.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
01/05/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
NY
09/15/2006 - 01/05/2024
EQUITABLE ADVISORS, LLC (NEW YORK NY)
MA
10/26/2004 - 06/05/2006
MORGAN STANLEY DW INC. (BOSTON MA)
BOTH
Issued 10/25/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/29/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian McGuinness is the right advisor for you? Invested Better is here to help.
