Unclaimed
Brian McDonagh is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Clarksons Securities, Inc. and has previously held roles at Citizens Capital Markets, Citizens Securities, Inc., Deloitte Corporate Finance LLC, Gleacher & Company Securities, Inc., Wall Street Access, Barrington Capital Group, L.P., and The Boston Group. Brian's expertise encompasses a wide range of financial products and services, including investment banking, securities trading, and operations. Brian holds multiple FINRA licenses, including Series 7, 24, 10, 9, 4, 52TO, 55, 57TO, 79TO, 87, 99TO, and SIE. Brian's extensive experience and qualifications position Brian to provide comprehensive financial guidance to clients.
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.
1
2
NY
11/22/2022 - Present
Clarksons Securities, Inc. (NEW YORK NY)
CT
02/11/2016 - 11/23/2022
CITIZENS CAPITAL MARKETS (STAMFORD CT)
MA
07/30/2014 - 11/23/2022
CITIZENS SECURITIES, INC. (WESTWOOD MA)
NY
08/07/2013 - 06/17/2014
DELOITTE CORPORATE FINANCE LLC (NEW YORK NY)
NY
06/05/2007 - 07/26/2013
GLEACHER & COMPANY SECURITIES, INC. (NEW YORK NY)
NY
09/02/1998 - 06/17/2005
WALL STREET ACCESS (NEW YORK NY)
NY
04/17/1998 - 09/11/1998
BARINGTON CAPITAL GROUP, L.P. (NEW YORK NY)
NY
10/15/1996 - 04/14/1998
D. H. BLAIR & CO., INC. (NEW YORK NY)
CA
09/11/1996 - 10/04/1996
THE BOSTON GROUP (LOS ANGELES CA)
BC
Issued 09/17/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2021
Series 27 - Financial and Operations Principal Examination
BC
Issued 05/18/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/04/2007
Series 14 - Compliance Officer Examination
BC
Issued 05/13/2005
Series 24 - General Securities Principal Examination
BC
Issued 07/30/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/29/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/19/1999
Series 4 - Registered Options Principal Examination
BC
Issued 02/10/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/23/2013
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/2008
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 03/16/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 09/10/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe EDGA Exchange, Inc.
F
FINRA
Not sure Brian McDonagh is the right advisor for you? Invested Better is here to help.