Unclaimed
Brian Glavin is a financial advisor with Janney Montgomery Scott LLC. Brian has been in the financial services industry since 2001. Brian has experience working with clients of all ages and backgrounds, and he is committed to providing his clients with personalized financial advice. Brian is licensed to provide financial services in many states. Brian is also a Registered Representative with FINRA. Brian is dedicated to helping clients achieve their financial goals, and he is committed to providing them with the highest level of service. Brian has had previous employment with several companies including ALPS Distributors, Inc., Fidelity Brokerage Services LLC, AXA Advisors, LLC, and Pioneer Funds Distributor, Inc.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
MA
10/18/2022 - Present
Janney Montgomery Scott LLC (DANVERS MA)
CO
01/24/2012 - 08/01/2022
ALPS DISTRIBUTORS, INC. (DENVER CO)
MA
11/19/2009 - 01/04/2012
JANNEY MONTGOMERY SCOTT LLC (BOSTON MA)
PA
06/13/2008 - 07/30/2009
JANNEY MONTGOMERY SCOTT LLC (PHILADELPHIA PA)
MA
07/15/2002 - 07/12/2005
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
RI
09/04/2001 - 07/05/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
NY
08/30/2000 - 03/14/2001
AXA ADVISORS, LLC (NEW YORK NY)
BC
Issued 08/03/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/08/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/29/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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