Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McTear is a financial advisor with Fidelity Personal AND Workplace Advisors. Brian has been in the financial industry for over 10 years. Brian's current registrations include California and Texas. Prior to joining Fidelity, Brian worked at Park Avenue Securities LLC for over a year. Brian is dedicated to providing personalized financial advice to help clients reach their financial goals.
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.
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.
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.
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2
CA
01/29/2024 - Present
Fidelity Personal AND Workplace Advisors (El Segundo CA)
CA
03/02/2021 - 08/09/2022
PARK AVENUE SECURITIES LLC (LOS ANGELES CA)
BOTH
Issued 01/18/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/02/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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