Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Moran is a financial advisor with over 30 years of experience in the industry. Brian is a Registered Representative and Investment Advisor Representative. Brian is currently registered with Lincoln Investment and Capital Analysts. Brian specializes in providing financial advice to individuals, businesses, and retirement plans. Brian has a strong track record of success in helping clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
PA
08/07/2012 - Present
Lincoln Investment (Fort Washington PA)
PA
09/24/2001 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WEST CONSHOHOCKEN PA)
CA
06/20/2000 - 07/20/2001
W.R. HAMBRECHT + CO., LLC (SAN FRANCISCO CA)
NE
03/03/1992 - 05/22/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
11/21/1991 - 02/04/1992
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
BC
Issued 11/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2005
Series 4 - Registered Options Principal Examination
BC
Issued 10/17/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/09/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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