Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McKeon is a financial advisor with over 20 years of experience in the industry. Brian has a broad range of experience working with clients of all types, including individuals, families, and businesses. Brian has a proven track record of helping clients achieve their financial goals. He is currently registered with Wells Fargo Clearing Services, LLC and has previously worked with UBS Financial Services Inc. and Morgan Stanley. Brian is committed to providing his clients with personalized financial advice and strategies.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
06/16/2022 - Present
Wells Fargo Clearing Services, LLC (Chalfont PA)
PA
09/30/2015 - 06/24/2022
UBS FINANCIAL SERVICES INC. (NEWTOWN PA)
PA
06/01/2009 - 10/07/2015
MORGAN STANLEY (DOYLESTOWN PA)
PA
02/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DOYLESTOWN PA)
PA
07/01/2003 - 02/17/2009
WACHOVIA SECURITIES, LLC (JENKINTOWN PA)
NY
02/13/2003 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
12/14/2001 - 02/10/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/08/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 11/19/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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