Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McKoy is a financial advisor with over 17 years of experience in the financial services industry. Brian is currently registered with MML Investors Services, LLC and has previously held positions at People's Securities, Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, ScotTrade, Inc., Equinox Securities, Inc., E*TRADE Securities LLC, J.P. Turner & Company, L.L.C., J.H. Darbie & Co., Inc., Financial World Corporation, and Pro-Integrity Securities, Inc. Brian holds the Series 7, Series 24, Series 52TO, Series 53, and Series 63 licenses and the SIE certification. Brian is a specialist in asset allocation, financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation programs
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
MA
12/15/2021 - Present
MML Investors Services, LLC (SPRINGFIELD MA)
CT
12/19/2016 - 11/11/2021
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
04/20/2015 - 01/28/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW HAVEN CT)
CT
07/22/2013 - 04/08/2015
PEOPLE'S SECURITIES, INC. (BRIDGEPORT CT)
CT
09/19/2011 - 07/23/2013
SCOTTRADE, INC. (WEST HARTFORD CT)
NY
02/25/2011 - 09/01/2011
EQUINOX SECURITIES, INC. (NEW YORK NY)
NY
11/15/2006 - 10/28/2010
E*TRADE SECURITIES LLC (SCARSDALE NY)
NY
10/13/2005 - 10/27/2006
J.P. TURNER & COMPANY, L.L.C. (RIVERDALE NY)
NY
10/12/2004 - 10/06/2005
J.H. DARBIE & CO., INC. (NEW YORK NY)
KS
12/21/2001 - 11/08/2002
FINANCIAL WORLD CORPORATION (OVERLAND PARK KS)
TX
10/03/2001 - 12/19/2001
PRO-INTEGRITY SECURITIES, INC. (LONGVIEW TX)
IA
Issued 01/21/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/2006
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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