Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Klatsky is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Gold Coast Wealth Management, LLC. Brian is a Series 65 and Series 63 licensed advisor and has experience working with individuals, high-net-worth individuals, pooled investment vehicles, and pension plans. Brian also has experience working with Knight Capital Markets LLC and Knight Execution & Clearing Services LLC. Brian is a specialist in providing portfolio management services, selection of other advisors, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NJ
12/05/2017 - Present
Gold Coast Wealth Management, LLC (Red Bank NJ)
NJ
07/02/2012 - 12/13/2016
KCG AMERICAS LLC (JERSEY CITY NJ)
NJ
01/29/1998 - 07/02/2012
KNIGHT CAPITAL AMERICAS, L.P. (JERSEY CITY NJ)
NJ
02/06/2009 - 12/31/2010
KNIGHT CAPITAL MARKETS LLC (JERSEY CITY NJ)
NY
10/10/1997 - 02/04/1998
SHERWOOD SECURITIES CORP. (NEW YORK NY)
IA
Issued 05/04/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/13/2016
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/09/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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