Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Moreira is a financial professional with over two decades of experience in the financial services industry. Brian is currently registered with Fidelity Brokerage Services LLC. Brian has previously worked with NEPC, INC. and Citizens Financial Services INC. Brian is a Series 6, 99 and SIE licensed financial professional and holds a Series 63 license.
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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MA
01/13/2017 - Present
Fidelity Brokerage Services LLC (BOSTON MA)
MA
09/19/2001 - 02/14/2005
NEPC, INC. (CAMBRIDGE MA)
RI
12/18/2000 - 07/26/2001
CITIZENS FINANCIAL SERVICES INC. (JOHNSTON RI)
BC
Issued 12/19/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2017
Series 99 - Operations Professional Examination
BC
Issued 12/14/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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