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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 Green is a financial advisor with Morgan Stanley. Brian is a CERTIFIED FINANCIAL PLANNER™. Brian has been in the financial services industry since 2002. Brian has experience working at both Wells Fargo and Morgan Stanley. Brian is registered in 26 states and the District of Columbia to provide investment advisory services. Brian is also registered in 3 states and the District of Columbia as an Investment Advisor Representative. Brian has worked at Morgan Stanley since 2022. Brian provides portfolio management, financial planning, pension consulting and educational seminars.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NC
04/14/2022 - Present
Morgan Stanley (Charlotte NC)
MO
05/26/2021 - 02/17/2022
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
NC
07/11/2002 - 11/01/2006
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 02/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/09/2021
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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