Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mulvaney is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with LPL Financial LLC and has a wide range of experience serving individuals, businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Brian has previously worked with Essex National Securities, LLC, M&T Securities, Inc., Comprehensive Asset Management and Servicing, Inc., Signator Investors, Inc., and Pruco Securities Corporation. Brian provides financial planning, consulting, and portfolio management for businesses and individuals.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
06/09/2021 - Present
LPL Financial LLC (RYE BROOK NY)
NY
05/02/2013 - 06/09/2021
M&T SECURITIES, INC. (MONROE NY)
NJ
04/06/2011 - 04/15/2013
ESSEX NATIONAL SECURITIES, LLC (SPRINGFIELD NJ)
NJ
01/22/2010 - 04/18/2011
LPL FINANCIAL LLC (SPRINGFIELD NJ)
NJ
05/30/2007 - 07/14/2009
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (ROCKAWAY NJ)
NJ
07/07/2004 - 05/29/2007
SIGNATOR INVESTORS, INC. (ROSELAND NJ)
NJ
03/19/1998 - 10/08/2002
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 05/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/07/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2017
Series 24 - General Securities Principal Examination
BC
Issued 02/17/2016
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/18/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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