Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Delany is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Janney Montgomery Scott LLC, but has previously worked at several other firms including KeyBanc Capital Markets Inc., Moreton Capital Markets, LLC, Morgan Stanley, Multi-Bank Securities, Inc., INCAPITAL LLC, Piper Jaffray & Co., FTN Financial Securities Corp, Citigroup Global Markets Inc., Merrill Lynch Government Securities Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds a variety of licenses and certifications, including Series 7, Series 63, Series 24, Series 72, and Series 79. Brian is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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
NY
04/08/2024 - Present
Janney Montgomery Scott LLC (NEW YORK NY)
UT
06/22/2022 - 09/12/2023
KEYBANC CAPITAL MARKETS INC. (Salt Lake City UT)
UT
01/10/2022 - 06/21/2022
MORETON CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
UT
06/21/2018 - 02/10/2020
MORGAN STANLEY (PARK CITY UT)
UT
10/04/2017 - 04/09/2018
MULTI-BANK SECURITIES, INC. (Cottonwood Heights UT)
UT
08/05/2016 - 08/22/2017
INCAPITAL LLC (SALT LAKE CITY UT)
UT
01/27/2014 - 09/16/2015
PIPER JAFFRAY & CO. (SALT LAKE CITY UT)
NY
06/02/2010 - 06/29/2012
FTN FINANCIAL SECURITIES CORP (NEW YORK NY)
NY
05/19/2004 - 06/24/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
02/01/2000 - 05/12/2004
MERRILL LYNCH GOVERNMENT SECURITIES INC. ("MLGSI") (NEW YORK NY)
NY
04/09/1998 - 05/12/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
09/01/1992 - 03/05/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/20/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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