Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wilson has over 20 years of experience in the financial services industry. Brian is a Registered Representative with New York Life Investment Management LLC and has been registered in 51 states and Oklahoma for Investment Advisor Representative activities. Brian's current affiliations include New York Life Investment Management LLC. Brian has held past positions with LORD ABBETT DISTRIBUTOR LLC. Brian holds the Series 66, Series 7 and SIE licenses.
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.
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.
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.
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NY
06/05/2020 - Present
NEW York Life Investment Management LLC (NEW YORK NY)
NJ
08/21/2003 - 05/16/2018
LORD ABBETT DISTRIBUTOR LLC (JERSEY CITY NJ)
BOTH
Issued 09/18/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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