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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cunning is a financial advisor with Morgan Stanley. Brian has been in the financial services industry since 2005 and holds a Series 7, Series 63, Series 66, and Series 6TO license, along with the SIE designation. He is also a Certified Financial Planner. Brian has experience providing a variety of financial services, including financial planning, portfolio management, and investment advisory services. Brian has worked with several firms including LPL Financial, Zions Direct, Inc. and MetLife Securities Inc. Brian’s specializations include asset allocation, financial planning, and investment advisory services. He is committed to providing high-quality financial services to clients, helping them 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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NV
07/19/2024 - Present
Morgan Stanley (Las Vegas NV)
NV
10/04/2016 - 08/01/2024
LPL FINANCIAL LLC (LAS VEGAS NV)
NV
01/13/2012 - 10/07/2016
ZIONS DIRECT, INC. (LAS VEGAS NV)
NV
08/17/2005 - 12/19/2011
METLIFE SECURITIES INC. (LAS VEGAS NV)
NV
08/17/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (LAS VEGAS NV)
BOTH
Issued 07/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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