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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mailey is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with Morgan Stanley. Brian has a strong background in investment management and financial planning, with a focus on serving high-net-worth individuals, corporations and institutional clients. Brian is committed to providing his clients with personalized financial advice and investment solutions that meet their unique needs. Prior to joining Morgan Stanley, Brian worked at Merrill Lynch for over 16 years.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
PA
06/01/2009 - Present
Morgan Stanley (Blue Bell PA)
PA
01/02/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLUE BELL PA)
PA
01/01/1993 - 01/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALA CYNWYD PA)
NY
04/24/1992 - 11/11/1992
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NY
01/30/1992 - 03/30/1992
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 02/07/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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