Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Menickella is a financial advisor with LPL Financial LLC. Brian has been in the financial services industry since 1994. Brian provides financial planning and consulting services through Beacon Financial Services, Inc., an independent investment advisor firm. Brian also provides life insurance referrals through TFS Insurance. He is registered to conduct securities business in California, Colorado, Delaware, Florida, Indiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, and Virginia. Brian is also registered as an investment advisor in Pennsylvania and Texas. Brian is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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
PA
07/08/2021 - Present
LPL Financial LLC (WAYNE PA)
PA
03/18/1994 - 12/27/2016
TFS SECURITIES, INC. (KING OF PRUSSIA PA)
IA
Issued 12/22/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/24/2003
Series 24 - General Securities Principal Examination
BC
Issued 02/14/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/17/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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