Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Callanan is a securities professional with over a decade of experience in the financial services industry. Brian is currently registered with Finalis Securities LLC. Brian has held prior roles at STILLPOINT CAPITAL, LLC, Raymond James & Associates, Inc., AMERICAN EQUITY INVESTMENT CORPORATION, METLIFE SECURITIES INC., CAMBRIDGE INVESTMENT RESEARCH, INC., UBS FINANCIAL SERVICES INC., CATALYST FINANCIAL and GRANDVIEW CAPITAL, INC. Brian holds licenses for Series 63, 66, 7, 24, 79TO, 82TO, and SIE. Brian is licensed in Florida and Texas.
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.
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.
1
2
NY
07/10/2023 - Present
Finalis Securities LLC (New York NY)
FL
05/24/2022 - 07/24/2023
STILLPOINT CAPITAL, LLC (TAMPA FL)
FL
10/05/2018 - 07/24/2020
RAYMOND JAMES & ASSOCIATES, INC. (FT. LAUDERDALE FL)
IN
12/08/2017 - 10/01/2018
AMERICAN EQUITY INVESTMENT CORPORATION (NEW ALBANY IN)
FL
09/15/2015 - 01/13/2016
METLIFE SECURITIES INC. (FORT LAUDERDALE FL)
FL
02/24/2014 - 04/17/2014
CAMBRIDGE INVESTMENT RESEARCH, INC. (FT LAUDERDALE FL)
FL
12/01/2011 - 02/18/2014
UBS FINANCIAL SERVICES INC. (FT. LAUDERDALE FL)
CA
02/09/2011 - 05/24/2011
CATALYST FINANCIAL (SIMI VALLEY CA)
NY
02/19/2010 - 02/07/2011
GRANDVIEW CAPITAL, INC. (NEW YORK NY)
BOTH
Issued 10/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/04/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Callanan is the right advisor for you? Invested Better is here to help.
