Unclaimed
Brian Larkin is a registered representative and investment advisor representative with Santander Securities LLC. Brian Larkin has been in the securities industry since November 8, 2014. Brian Larkin is licensed to provide securities and investment advice in 53 states and the District of Columbia. Prior to joining Santander Securities LLC, Brian Larkin worked at CUSO Financial Services, LP and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian Larkin specializes in financial planning, selection of other advisors, portfolio management for businesses, and portfolio management for 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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
05/14/2018 - Present
Santander Securities LLC (Boston MA)
MA
11/01/2016 - 09/28/2017
CUSO FINANCIAL SERVICES, L.P. (MEDFORD MA)
MA
07/24/2013 - 02/11/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOSTON MA)
BOTH
Issued 09/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/24/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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