Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Murray is an investment professional with over 17 years of experience in the financial services industry. Brian is currently registered with M Holdings Securities, Inc., and is located in the New York, NY office. Brian has a diverse background, having previously worked with P.J. ROBB VARIABLE, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, HARTFORD EQUITY SALES COMPANY INC., and SIGNATOR INVESTORS, INC. Brian's areas of expertise include Portfolio Management for Individuals and Businesses, Financial Planning, and Educational Seminars. Brian is committed to providing personalized service and 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.
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.
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
NY
08/20/2024 - Present
M Holdings Securities, Inc. (NEW YORK NY)
TN
01/24/2022 - 08/09/2024
P.J. ROBB VARIABLE, LLC (MEMPHIS TN)
PA
05/30/2007 - 09/22/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLUE BELL PA)
PA
04/26/2005 - 05/31/2007
HARTFORD EQUITY SALES COMPANY INC. (PLYMOUTH MEETING PA)
MA
09/07/2001 - 04/21/2005
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
08/12/1999 - 04/24/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
BC
Issued 01/26/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/24/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/30/2021
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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