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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 Krueger is a financial advisor with Morgan Stanley. Brian has been in the industry since 1991. He currently holds registrations in California and Texas. He is also registered to conduct business as an investment advisor in California and Texas. Brian's previous employers include MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and INVEST FINANCIAL CORPORATION. He is Series 3, 6, 7, 8, 9, 10, 31, 63, and 65 licensed and holds the SIE designation.
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
CA
06/01/2009 - Present
Morgan Stanley (Woodland Hills CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WOODLAND HILLS CA)
CA
02/14/1994 - 04/02/2007
MORGAN STANLEY DW INC. (THOUSAND OAKS CA)
WI
07/22/1991 - 12/14/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 10/26/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/1999
Series 3 - National Commodity Futures Examination
BC
Issued 03/07/1994
Series 31 - Futures Managed Funds Examination
BC
Issued 02/15/1994
Series 7 - General Securities Representative Examination
BC
Issued 07/19/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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