Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Clune is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with UBS Financial Services Inc. and holds Series 7, 24, 52, 53, and 63 licenses. Brian's experience includes previous roles with UBS Securities LLC and UBS Financial Services Incorporated of Puerto Rico. Brian specializes in a variety of areas including retirement planning, college savings, insurance, and estate planning. Brian is dedicated to providing personalized financial advice and helping 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.
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.
See schedule d - miscellaneous
1
2
NJ
10/01/2008 - Present
UBS Financial Services Inc. (WEEHAWKEN NJ)
PR
09/30/2013 - 04/15/2014
UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO (HATO REY PR)
NY
01/16/2006 - 10/21/2008
UBS SECURITIES LLC (NEW YORK NY)
NJ
02/12/1993 - 01/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BC
Issued 05/13/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 03/13/2000
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/03/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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