Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Melbourne is a financial advisor with over 30 years of experience in the industry. He has a strong background in investment management, having worked at several prominent firms, including Morgan Stanley, Citigroup Global Markets Inc., and Credit Suisse Securities (USA) LLC. Brian is currently registered with Wells Fargo Clearing Services, LLC, and provides a variety of financial services to individuals and institutions. His expertise in financial planning and investment consulting has earned him the trust of many clients. He holds multiple licenses and certifications including Series 65, 63, and 7 as well as SIE and Series 31. Brian is committed to helping clients achieve their financial goals and is dedicated to providing them with personalized attention and guidance.
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.
1
2
NY
07/27/2021 - Present
Wells Fargo Clearing Services, LLC (NEW YORK NY)
NY
01/18/2013 - 04/05/2016
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
NY
06/01/2009 - 02/12/2013
MORGAN STANLEY (NEW YORK NY)
NY
11/05/1990 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NA
07/18/1989 - 02/22/1990
J. T. MORAN & CO., INC.
NA
02/06/1990 - 02/15/1990
VANDERBILT SECURITIES, INC.
IA
Issued 03/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/21/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 07/15/1989
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
Not sure Brian Melbourne is the right advisor for you? Invested Better is here to help.
