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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 Gossman is a financial advisor in Boston, Massachusetts. Brian has been a financial advisor since 2006 and has been with Morgan Stanley since 2009. Prior to joining Morgan Stanley, Brian worked at CITIGROUP GLOBAL MARKETS INC. and J.P. MORGAN SECURITIES INC. Brian is registered in 46 states and is a Series 7, Series 63, and SIE licensed financial advisor. Brian is a trusted financial advisor who is committed to 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MA
03/03/2014 - Present
Morgan Stanley (Boston MA)
MA
11/16/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
DE
01/10/2006 - 11/09/2006
J.P. MORGAN SECURITIES INC. (NEWARK DE)
BC
Issued 04/26/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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