Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kilar is a registered investment advisor representative with Macquarie Investment Management Business Trust, offering investment advice and services across a wide range of states. Brian has been in the financial services industry since 2004. Brian's career includes previous roles with firms such as TortoiseEcofin Securities, LLC, Putnam Retail Management Limited Partnership, Pioneer Funds Distributor, Inc., Managers Distributors, Inc. and ABN AMRO Distribution Services (USA), Inc.. Brian holds several industry certifications, including the Series 6, 7, 63, 65 and SIE licenses. Brian specializes in Portfolio Management for Individuals, Businesses, Investment Companies, and Pooled Investment Vehicles.
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.
Strategic management for diversified investment portfolios.
Structured product/securitization advice/transition management
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
07/19/2024 - Present
MacQuarie Investment Management Business Trust (PHILADELPHIA PA)
KS
01/19/2018 - 12/31/2023
TORTOISEECOFIN SECURITIES, LLC (OVERLAND PARK KS)
MA
03/17/2015 - 01/02/2018
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
MA
05/01/2012 - 03/06/2015
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
CT
02/07/2006 - 04/30/2012
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
ME
11/26/2004 - 01/30/2006
ABN AMRO DISTRIBUTION SERVICES (USA), INC. (PORTLAND ME)
IL
05/29/2002 - 01/24/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
IA
Issued 06/18/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/03/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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