Unclaimed
Brian McGlynn is an investment advisor representative at Flagstar Advisors. Brian has been in the financial services industry since 2002, working for firms such as UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated and Signature Securities Group Corp./Signature Bank. Brian is registered with the state of Florida as an Investment Advisor Representative and has a Series 66, Series 7, Series 24, and Series 4 license. Brian is currently working at Flagstar Advisors as a Compliance Officer/AML Compliance Officer. Flagstar Advisors specializes in providing portfolio management services to individuals, businesses, pension and profit-sharing plans, and charitable organizations.
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.
Guidance on pension options to ensure a secure financial future.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
NY
03/19/2007 - Present
Flagstar Advisors (New York NY)
NJ
10/03/2002 - 05/15/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/25/2002 - 08/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2009
Series 24 - General Securities Principal Examination
BC
Issued 05/23/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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