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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 Motz is a financial advisor with Fidelity Personal and Workplace Advisors. Brian has over 19 years of experience in the financial services industry. Brian has a strong understanding of investment strategies and a commitment to providing personalized financial advice to help clients achieve their goals. Brian holds the Series 6, 7, 63, and 66 securities licenses and is registered to offer investment advisory services in 22 states. Brian is committed to helping clients of all ages and stages of life make informed financial decisions.
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
MA
10/10/2023 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
OH
11/20/2014 - 10/02/2015
PNC FUNDS DISTRIBUTOR, LLC (CINCINNATI OH)
OH
06/26/2008 - 06/18/2009
PARK AVENUE SECURITIES LLC (CINCINNATI OH)
OH
02/05/2007 - 06/24/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
03/24/2005 - 01/08/2007
NYLIFE SECURITIES INC. (CINCINNATI OH)
BOTH
Issued 01/27/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/27/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 03/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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