Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kealey is a financial advisor with over 12 years of experience in the financial services industry. Brian is currently registered with Hamilton Lane Securities LLC in Conshohocken, PA. Prior to joining Hamilton Lane Securities LLC, Brian was a financial advisor at UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds the Series 66, Series 7 and SIE licenses. He is registered to provide securities services in 51 states.
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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PA
12/06/2022 - Present
Hamilton Lane Securities LLC (CONSHOHOCKEN PA)
NJ
04/22/2021 - 12/12/2022
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
11/16/2009 - 03/13/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
BOTH
Issued 12/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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