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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 Kerins is an investment advisor representative with Fidelity Personal And Workplace Advisors. Brian has been in the industry since 2017 and has been registered as a broker and an investment advisor in New Jersey, Texas and other states. Brian holds the Series 7 and Series 66 licenses, as well as the SIE. Brian has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated before joining Fidelity Personal And Workplace Advisors. The firm's office is located in Millburn, New Jersey. Brian has experience providing financial planning, educational seminars and investment management services to individuals and businesses.
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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NJ
07/19/2024 - Present
Fidelity Personal AND Workplace Advisors (MILLBURN NJ)
NJ
01/18/2017 - 07/25/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 03/23/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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