Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Donlin is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 17 years of experience in the financial industry. Brian is a licensed professional with a strong track record of success and a commitment to providing exceptional client service. Brian has a broad range of experience in the financial industry, including equity trading, investment research, and financial planning. Brian is also a Registered Principal and holds several securities licenses, including Series 7, 24, 55, 57TO, 86, and 87. Brian is committed to 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
05/02/2012 - Present
Stifel, Nicolaus & Company, Inc. (NEW YORK NY)
NY
02/15/2013 - 09/13/2018
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
12/08/2010 - 07/13/2011
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
12/01/2009 - 08/13/2010
MACQUARIE CAPITAL (USA) INC. (NEW YORK NY)
NY
03/07/2008 - 12/01/2009
FOX-PITT KELTON COCHRAN CARONIA WALLER (USA) LLC (NEW YORK NY)
NY
06/01/2006 - 06/25/2007
LABRANCHE STRUCTURED PRODUCTS LLC (NEW YORK NY)
NY
01/19/2006 - 05/01/2006
KELLOGG CAPITAL GROUP LLC (NEW YORK NY)
NY
05/25/2004 - 01/10/2006
AGS SPECIALISTS LLC (NEW YORK NY)
NY
01/03/2004 - 04/02/2004
AGS SPECIALISTS LLC (NEW YORK NY)
NY
10/12/2003 - 01/02/2004
CDM SPECIALISTS LLC (NEW YORK NY)
NY
10/12/2003 - 01/02/2004
COHEN, DUFFY, MCGOWAN & CO. LLC (NEW YORK NY)
BC
Issued 02/26/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2013
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 05/07/2012
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 12/30/2010
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/06/2008
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Brian Donlin is the right advisor for you? Invested Better is here to help.
