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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dineen is a financial advisor with Fidelity Personal And Workplace Advisors. Brian has been in the financial industry since 1999 and has experience with a variety of investment products and services. Brian is registered to provide investment advice in 53 states and the District of Columbia, and is also a registered representative of Fidelity. Brian specializes in financial planning, educational seminars, selection of other advisors, and portfolio management for both 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.
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.
A percentage of the total value of assets under management is charged.
1
2
CT
02/13/2023 - Present
Fidelity Personal AND Workplace Advisors (STAMFORD CT)
NY
04/20/2005 - 10/28/2019
UBS SECURITIES LLC (NEW YORK NY)
CT
01/12/2004 - 05/25/2005
UBS CAPITAL MARKETS L.P. (STAMFORD CT)
CT
11/19/1997 - 01/12/2004
SOUNDVIEW TECHNOLOGY CORPORATION (OLD GREENWICH CT)
BOTH
Issued 08/24/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/29/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/18/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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