Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Driscoll is a financial advisor with over 30 years of experience in the industry. Brian currently works for Morgan Stanley and has previously worked for J.P. Morgan Securities LLC, Barclays Capital Inc., Lehman Brothers Inc., Tullett & Tokyo Securities, Inc., and Cantor Fitzgerald Securities. Brian is registered with the Securities and Exchange Commission and holds licenses in various states. Brian provides a range of financial services to individual investors and businesses, including portfolio management, financial planning, asset allocation advice, and pension consulting.
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
NY
06/12/2021 - Present
Morgan Stanley (New York NY)
NY
09/22/2011 - 06/16/2021
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
09/22/2008 - 10/06/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
07/20/2000 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
04/14/1998 - 04/07/2000
TULLETT & TOKYO SECURITIES, INC. (NEW YORK NY)
NY
07/25/1987 - 04/03/1998
CANTOR FITZGERALD SECURITIES (NEW YORK NY)
BOTH
Issued 10/19/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2001
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
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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