Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Moffett is a financial advisor with Truist Advisory Services, Inc. Brian has been working in the financial industry since April 2000. Brian is registered with FINRA and is licensed in multiple states to provide investment advice to individuals and businesses. Brian has experience in a number of areas including: financial planning, portfolio management, investment consulting, and retirement planning. Brian is dedicated to helping clients achieve 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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
09/21/2016 - Present
Truist Advisory Services, Inc. (FAIRFAX VA)
DC
09/01/2006 - 08/27/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
DC
01/03/2003 - 09/13/2006
OPPENHEIMER & CO. INC. (WASHINGTON DC)
NY
04/11/2000 - 01/03/2003
CIBC WORLD MARKETS CORP. (NEW YORK NY)
IA
Issued 08/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 04/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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