Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Hobin is a financial advisor at Loomis, Sayles & Company, LP, a firm headquartered in Boston, MA. Brian is registered to offer investment advice in Massachusetts. Brian began working in the financial industry on January 23, 2002. Brian also worked as a financial advisor at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED from 2009-2011 and BANC OF AMERICA INVESTMENT SERVICES, INC. from 2008-2009. Brian's licenses include Series 3, 4, 7, 24, 63, and 66.
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.
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.
Non-discretionary investment 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.
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.
Minimum annual fee and/or minimum account size
1
2
MA
12/16/2011 - Present
Loomis, Sayles & Company, LP (BOSTON MA)
CA
10/23/2009 - 09/16/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WALNUT CREEK CA)
CA
06/30/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (WALNUT CREEK CA)
MA
05/22/2006 - 05/13/2008
MMC SECURITIES CORP. (NORWOOD MA)
MA
10/07/2002 - 05/19/2006
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (BOSTON MA)
RI
10/26/2001 - 09/26/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 09/10/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2004
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2003
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2015
Series 3 - National Commodity Futures Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Hobin is the right advisor for you? Invested Better is here to help.
