Unclaimed
Brian Megibow is a financial advisor with Fourstar Wealth Advisors, LLC. Brian is a registered representative with Series 7, 31 and 66 licenses. Brian has been in the financial services industry since 1999. Brian holds a Series 24 General Securities Principal Examination license. Brian has worked at several firms in the past including SunTrust Investment Services, Inc. and Ameriprise Financial Services, LLC.
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.
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.
1
2
FL
01/29/2025 - Present
Fourstar Wealth Advisors, LLC (Fort Myers FL)
FL
03/09/2005 - 06/01/2017
SUNTRUST INVESTMENT SERVICES, INC. (TAMPA FL)
AL
03/16/2001 - 01/14/2005
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
NY
03/09/1999 - 02/21/2001
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/07/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/07/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 03/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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