Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McDonnell has been in the securities industry since December 28, 1987. Brian is currently registered with American Portfolios Financial Services, Inc. and has been registered with this firm since March 17, 2004. Brian has previously been registered with Walnut Street Securities, Inc., Nathan & Lewis Securities, Inc., MML Investors Services, Inc., Northwestern Mutual Investment Services, Inc., and Robert W. Baird & Co. Incorporated. Brian has passed the Series 63, SIE, and Series 7 examinations. Brian is currently registered in Florida, New York, North Carolina, Pennsylvania, and Virginia.
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
NY
03/17/2004 - Present
American Portfolios Financial Services, Inc. (HOLBROOK NY)
CA
08/01/2003 - 03/03/2004
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
09/03/1994 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
MA
11/19/1993 - 07/22/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
WI
03/24/1987 - 04/07/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
03/24/1987 - 04/07/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BC
Issued 03/25/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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