Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Case is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Neuberger Berman BD LLC and provides financial advice to clients in several states. Brian holds the Series 7 and Series 63 licenses and also holds the SIE exam. Brian is a Chartered Financial Analyst. Brian also provides portfolio management services to Neuberger Berman BD LLC clients, including separate accounts and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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NY
03/18/2021 - Present
Neuberger Berman BD LLC (NEW YORK NY)
BC
Issued 09/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq ISE, LLC
N
Nasdaq Stock Market
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