Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Greaney is a financial advisor with over 17 years of experience in the financial services industry. Brian is currently registered with Morgan Stanley & Co. LLC and Wealthpenn.comllc. Brian has held previous roles with E*TRADE SECURITIES LLC, E*TRADE CLEARING LLC, UBS FINANCIAL SERVICES INC., UBS SECURITIES LLC, PRUDENTIAL SECURITIES INCORPORATED, and PRUCO SECURITIES CORPORATION. Brian has a strong background in securities, investments, and financial planning. Brian has passed the Series 3, 7, 24, 27, 63, 65, SIE, and 99TO exams.
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.
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.
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2
NJ
12/15/2021 - Present
Morgan Stanley & Co. LLC (Jersey City NJ)
NJ
04/19/2016 - 06/03/2024
E*TRADE SECURITIES LLC (Jersey City NJ)
NJ
09/01/2015 - 09/30/2016
E*TRADE CLEARING LLC (Jersey City NJ)
CT
09/22/2014 - 08/19/2015
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
04/26/2007 - 08/19/2015
UBS SECURITIES LLC (STAMFORD CT)
NY
02/23/2001 - 07/13/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
09/22/1999 - 03/26/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 09/15/1999
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/13/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 07/21/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2010
Series 3 - National Commodity Futures Examination
BC
Issued 04/25/2007
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
MIAX Sapphire
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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