Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Early is a financial advisor with over 30 years of experience in the industry. Brian is a Certified Financial Planner and holds the Series 7, Series 63, and Series 65 licenses. Brian is currently registered with Level Four Advisory Services and has previously been registered with Mid-Atlantic Securities, Inc. and Robert Thomas Securities, Inc. Brian's areas of expertise include financial planning, portfolio management, and pension consulting. Brian provides services to individuals, families, businesses, and retirement plans.
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.
A percentage of the total value of assets under management is charged.
Solicitor fees - portion of assets managed by other advisors
1
2
NY
10/14/2022 - Present
Level Four Advisory Services (GREAT NECK NY)
NY
08/22/1997 - 10/31/2022
MID-ATLANTIC SECURITIES, INC. (GREAT NECK NY)
FL
04/13/1993 - 08/29/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 10/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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