Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Fitzgerald is a financial professional with over 20 years of experience in the industry. Brian is currently registered with U.S. Bancorp Advisors, LLC. Brian has previously worked with Bank of America Securities LLC and BancAmerica Securities, Inc.. Brian holds the Series 7, Series 24 and SIE licenses. Brian also holds the Series 63 license. Brian is registered in the state of California.
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.
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.
A percentage of the total value of assets under management is charged.
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2
CA
07/14/2003 - Present
U.s. Bancorp Advisors, LLC (LOS ANGELES CA)
NY
10/01/1998 - 11/28/2001
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
04/11/1994 - 10/01/1998
BANCAMERICA SECURITIES, INC. (SAN FRANCISCO CA)
BC
Issued 09/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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