Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zucker is a financial advisor at Fidelity Personal And Workplace Advisors. Brian has been working in the financial services industry since July 2015. Brian is registered with the state of Pennsylvania as an investment advisor representative. Brian is a certified financial planner and holds the Series 6, 7, and 66 securities licenses. Brian's specializations include retirement planning, college savings, estate planning, insurance, and investment management.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (KING OF PRUSSIA PA)
PA
01/26/2018 - 06/17/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALA CYNWYD PA)
PA
08/05/2016 - 01/25/2018
FIDELITY BROKERAGE SERVICES LLC (PHILADELPHIA PA)
PA
07/02/2015 - 07/28/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
BOTH
Issued 08/26/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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