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 Jackson is a registered representative with Wells Fargo Clearing Services, LLC. Brian has been in the industry since 2004 and holds licenses in New Jersey and New York. Brian previously worked at David Lerner Associates, Inc., based in White Plains, NY. Brian has experience providing investment consulting services to institutional clients. Brian is also licensed as an Investment Adviser Representative in New Jersey and New York.
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.
Investment consulting services to institutional clients
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
11/23/2021 - Present
Wells Fargo Clearing Services, LLC (TARRYTOWN NY)
NY
01/08/2004 - 05/01/2018
DAVID LERNER ASSOCIATES, INC. (WHITE PLAINS NY)
IA
Issued 11/22/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2012
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/20/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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