Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tycksen is a financial advisor with Steward Partners Investment Advisory, LLC. Brian has been in the financial industry since 1998 and has a wide range of experience in investment advisory, financial planning, and retirement planning. Brian holds multiple industry licenses, including Series 7, 3, 63, 66, 9, 10, 99, and SIE. Brian has worked for several reputable firms throughout their career, including Morgan Stanley, Wells Fargo Advisors, and Fidelity Brokerage Services. Brian provides investment advisory services to a wide range of clients, including individuals, families, businesses, and charitable organizations.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
NY
09/15/2023 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
UT
08/28/2012 - 03/30/2022
MORGAN STANLEY (SOUTH JORDAN UT)
UT
01/03/2011 - 08/24/2012
WELLS FARGO ADVISORS, LLC (SALT LAKE CITY UT)
UT
03/03/2006 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SALT LAKE CITY UT)
UT
01/03/2006 - 02/21/2006
E*TRADE SECURITIES LLC (SANDY UT)
NJ
04/13/2004 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
IL
10/22/2003 - 01/12/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
RI
03/27/1998 - 10/30/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 2/2/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/13/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/13/2013
Series 3 - National Commodity Futures Examination
BC
Issued 3/6/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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