Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Masker is a financial advisor at LPL Financial LLC. Brian has over 5 years of experience in the financial services industry. Brian holds the Series 6, Series 7TO, Series 63 and Series 65 licenses. Brian's areas of expertise include financial planning, investment management for individuals, consulting and other non-discretionary advisory services. Brian is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
Consulting and other non-discretionary advisory services
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.
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2
NY
08/03/2021 - Present
LPL Financial LLC (ROCHESTER NY)
NY
10/08/2015 - 12/03/2019
CITIZENS SECURITIES, INC. (WEBSTER NY)
NY
09/14/2015 - 09/23/2015
NYLIFE SECURITIES LLC (FAIRPORT NY)
IA
Issued 06/13/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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