Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gleason is a financial advisor who has been in the industry since 1999. Brian has a wide range of experience, having worked for several firms, including Wells Fargo Advisors, LLC, Invesmart Securities, LLC, and PNC Investments. Brian holds licenses for both securities and investment advisory services and is currently registered with Raymond James Financial Services Advisors, Inc. Brian is located in YORK, PA and is a Branch Manager/Brokerage Compliance Officer for Fulton Bank and Fulton Financial Advisors. Brian is also an Associate/Employee for Specific Solutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
PA
10/31/2022 - Present
Raymond James Financial Services Advisors, Inc. (YORK PA)
PA
08/31/2016 - 10/30/2022
PROSPERA FINANCIAL SERVICES, INC. (Harrisburg PA)
PA
04/19/2007 - 08/31/2016
WELLS FARGO ADVISORS, LLC (HARRISBURG PA)
PA
08/10/2005 - 07/03/2006
INVESMART SECURITIES, LLC (MECHANICSBURG PA)
PA
04/01/2005 - 06/29/2005
PNC INVESTMENTS (PITTSBURGH PA)
PA
04/12/2004 - 12/17/2004
UNDERWRITERS EQUITY CORPORATION (HARRISBURG PA)
MN
09/10/2002 - 12/19/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/10/2002 - 12/19/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
PA
07/31/2000 - 08/19/2002
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
NC
11/12/1999 - 06/19/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
CT
10/24/1997 - 09/16/1999
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
IA
Issued 02/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/28/2002
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/08/2001
Series 7 - General Securities Representative Examination
BC
Issued 10/23/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Gleason is the right advisor for you? Invested Better is here to help.
