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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Kallenberg is a financial advisor with over 15 years of experience in the financial services industry. Brian has held several roles at a variety of firms, including Citizens Securities, Inc., Santander Securities LLC, LPL Financial LLC, and Bank of America Investment Services, Inc. Brian currently works as a Registered Representative with Fidelity Personal and Workplace Advisors, where Brian provides financial advice to individuals, businesses, and retirement plans. Brian holds several licenses and certifications, including the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
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.
A percentage of the total value of assets under management is charged.
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2
RI
01/24/2023 - Present
Fidelity Personal AND Workplace Advisors (SMITHFIELD RI)
MA
02/05/2013 - 09/27/2021
CITIZENS SECURITIES, INC. (BRAINTREE MA)
MA
09/19/2012 - 01/08/2013
SANTANDER SECURITIES LLC (MELROSE MA)
MA
05/14/2010 - 09/19/2012
LPL FINANCIAL LLC (MELROSE MA)
MA
01/11/2007 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (HINGHAM MA)
BOTH
Issued 10/4/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/20/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/22/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/19/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/13/2016
Series 7 - General Securities Representative Examination
BC
Issued 1/10/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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