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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 Malison is a financial advisor at Morgan Stanley. Brian has been in the financial services industry since 1994. Brian is registered with FINRA and has a Series 7, Series 31, Series 63, and Series 65 license. Brian is also a registered investment advisor in Florida and Texas. Brian has a strong track record of success in helping clients achieve their financial goals. Brian specializes in providing financial planning, investment management, and retirement planning services to individuals, families, and businesses. Brian has a deep understanding of the financial markets and is committed to providing his clients with personalized advice and guidance. Brian is a member of The University Club of St. Petersburg and the University of Tampa Alumni Association.
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
FL
06/01/2009 - Present
Morgan Stanley (Tampa FL)
FL
08/01/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
08/11/2000 - 08/14/2008
UBS FINANCIAL SERVICES INC. (TAMPA FL)
NY
09/06/1994 - 08/16/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 10/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/12/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 09/02/1994
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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