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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 Manning is a financial advisor with over 30 years of experience in the financial services industry. Brian is a Registered Representative and Investment Advisor Representative with Morgan Stanley in Sea Girt, New Jersey. Brian has previously held positions with Merrill Lynch, A. G. Edwards & Sons, Inc., Fleet Enterprises, Inc., Royal Alliance Associates, Inc., Chubb Securities Corporation, Integrated Resources Equity Corporation, First of Philadelphia Investment Group, Inc., and American Eagle Securities, Inc. Brian is a Certified Financial Planner and holds the Series 7, 9, 10, 31, and 63 licenses. Brian provides financial planning, asset allocation advice, and portfolio management for individuals, businesses, and investment companies.
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
NJ
07/22/2021 - Present
Morgan Stanley (Sea Girt NJ)
NJ
09/26/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TOMS RIVER NJ)
NJ
03/27/1998 - 09/30/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TOMS RIVER NJ)
MO
05/10/1996 - 03/31/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
02/20/1992 - 05/14/1996
FLEET ENTERPRISES, INC. (NEW YORK NY)
AZ
10/30/1991 - 01/22/1992
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
IN
10/16/1989 - 10/29/1991
CHUBB SECURITIES CORPORATION (FORT WAYNE IN)
NA
07/12/1988 - 10/21/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
05/23/1988 - 06/14/1988
FIRST OF PHILADELPHIA INVESTMENT GROUP, INC.
NA
10/02/1986 - 06/09/1988
AMERICAN EAGLE SECURITIES, INC.
IA
Issued 06/22/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/17/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/11/2008
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/20/1986
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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