Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kinney is a financial advisor with Kestra Advisory Services, LLC. Brian has been in the industry since 1984 and holds a Series 7, Series 63, and SIE license. Brian has a background in both investment advisory and brokerage services, working with clients to manage their investments and meet their financial goals. Brian specializes in helping individuals and businesses with their financial planning needs. Brian works with a variety of clients, including individuals, families, businesses, and trusts.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TN
09/11/2017 - Present
Kestra Advisory Services, LLC (Memphis TN)
TN
12/15/2011 - 09/01/2017
WFG INVESTMENTS, INC. (MEMPHIS TN)
TN
06/01/2009 - 12/21/2011
MORGAN STANLEY SMITH BARNEY (MEMPHIS TN)
TN
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (MEMPHIS TN)
TN
03/28/1984 - 04/02/2007
MORGAN STANLEY DW INC. (MEMPHIS TN)
BC
Issued 02/22/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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