Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Campbell is a financial advisor with over 5 years of experience in the financial services industry. Brian is registered with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with a strong reputation for providing comprehensive financial services. Brian is also registered in multiple states, including Texas, Arkansas, Connecticut, Florida, Georgia, Indiana, Maryland, Michigan, New Jersey, New Mexico, and South Carolina. Brian has a strong understanding of the financial markets and provides personalized investment advice to help 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
TX
01/27/2023 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (HOUSTON TX)
TX
08/09/2019 - 02/03/2023
WELLS FARGO CLEARING SERVICES, LLC (HOUSTON TX)
TX
11/17/2017 - 02/12/2018
MML INVESTORS SERVICES, LLC (HOUSTON TX)
IA
Issued 09/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/27/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/09/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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