Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Riordan is a financial advisor with L. Roy Papp & Associates, LLP in Phoenix, Arizona. Brian has been in the financial industry since 1998. He has earned the Series 7 and Series 63 licenses and holds the Chartered Financial Analyst designation. Brian specializes in providing financial advice to high-net-worth individuals, corporations, investment companies, charitable organizations, and pension and profit-sharing plans. Brian has previously worked at Sanford C. Bernstein & Co., Inc. and Neuberger Berman Management Inc. in New York City.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/07/2012 - Present
L. ROY Papp & Associates, LLP (PHOENIX AZ)
NY
06/22/1999 - 07/12/2000
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
NY
07/10/1998 - 05/10/1999
NEUBERGER BERMAN MANAGEMENT INC. (NEW YORK NY)
BC
Issued 01/13/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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