Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mark Lusink is a financial advisor who has been in the industry since 1994. Brian is currently registered with Rockefeller Financial LLC and Rockefeller Capital Management in Georgia and Texas. Brian holds Series 6, 7, 31, 63, and 65 licenses as well as the SIE designation. Brian has worked for various financial institutions in the past, including Morgan Stanley. Brian specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, and selection of other advisors.
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.
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.
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
GA
09/28/2021 - Present
Rockefeller Financial LLC (ATLANTA GA)
GA
06/01/2009 - 05/26/2020
MORGAN STANLEY (ATLANTA GA)
GA
12/11/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)
GA
05/25/1995 - 12/18/2008
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NY
01/20/1994 - 09/27/1995
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
IA
Issued 06/16/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/06/1995
Series 7 - General Securities Representative Examination
BC
Issued 01/19/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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