Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Baskin is a financial professional with over 17 years of experience in the financial services industry. Brian currently is a registered representative with Raymond James & Associates, Inc. Brian has been with Raymond James since February 2017. Previously, Brian worked at Morgan Stanley and Citigroup Global Markets Inc. Brian holds the Series 7 and Series 66 licenses. Brian specializes in providing financial planning, portfolio management and investment advisory services to individuals, families, corporations, and institutions.
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.
Please see note in schedule d - miscellaneous
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
NJ
02/02/2017 - Present
Raymond James & Associates, Inc. (MOUNT LAUREL NJ)
NJ
06/01/2009 - 01/31/2017
MORGAN STANLEY (MT. LAUREL NJ)
NJ
11/15/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MT. LAUREL NJ)
NJ
05/11/2006 - 11/21/2007
UBS FINANCIAL SERVICES INC. (MT. LAUREL NJ)
BOTH
Issued 10/02/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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