Unclaimed
Brian Buckley is a financial advisor with over 30 years of experience in the financial services industry. Brian has a strong track record of providing comprehensive financial planning and investment management services to a wide range of clients, including individuals, families, businesses, and charitable organizations. Brian is a Registered Representative and Investment Advisor Representative with Buckley Wealth Management, LLC. Brian is committed to providing personalized, client-focused advice that helps clients 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.
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.
A percentage of the total value of assets under management is charged.
1
2
NV
02/17/2017 - Present
Buckley Wealth Management, LLC (LAS VEGAS NV)
NV
06/01/2009 - 02/23/2017
MORGAN STANLEY (LAS VEGAS NV)
NV
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (LAS VEGAS NV)
NV
08/02/1988 - 04/02/2007
MORGAN STANLEY DW INC. (LAS VEGAS NV)
NA
01/31/1980 - 08/09/1988
PAINEWEBBER INCORPORATED
NA
09/25/1978 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
IA
Issued 03/17/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1991
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 06/24/1981
Series 12 - NYSE Branch Manager Examination
BC
Issued 02/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1981
Series 5 - Interest Rate Options Examination
BC
Issued 09/16/1978
Series 7 - General Securities Representative Examination
Active
Inactive
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