Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kilpatrick is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Tradeweb Direct LLC and Tradeweb LLC. Brian has held previous positions with BNY Brokerage Inc., Boston Institutional Services Incorporated, and Bear, Stearns & Co. Inc. Brian holds Series 7, Series 63, and SIE licenses. Brian is registered in Massachusetts, New Jersey, and New York.
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.
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.
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2
NY
07/19/2017 - Present
Tradeweb Direct LLC (NEW YORK NY)
NY
05/06/2005 - 10/18/2005
BNY BROKERAGE INC. (NEW YORK NY)
MA
08/26/2003 - 05/02/2005
BOSTON INSTITUTIONAL SERVICES INCORPORATED (BOSTON MA)
NY
09/12/2001 - 08/29/2003
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 11/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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