Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Flaherty is a financial professional with experience in the financial services industry. Brian is currently registered with Janney Montgomery Scott LLC and holds a Series 7TO, Series 63, Series 79 and SIE. Brian's previous experience includes working with FIG PARTNERS, LLC. Brian specializes in a variety of areas including insurance companies, charitable organizations, high net worth individuals, pension and profit sharing plans, corporations or other businesses and individuals other than high net worth.
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
GA
05/31/2019 - Present
Janney Montgomery Scott LLC (Atlanta GA)
GA
03/23/2017 - 11/06/2019
FIG PARTNERS, LLC (ATLANTA GA)
BC
Issued 06/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/28/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/2017
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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