Unclaimed
Brian Darian is a financial advisor at Morgan Stanley. Brian has been in the industry since 2008. Brian has been registered with Morgan Stanley since 2009. Brian has passed the Series 7, Series 66, SIE and Series 79TO exams. Brian is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Brian is also a Certified Financial Planner (CFP). Brian is registered in 53 states and the District of Columbia. Brian specializes in providing investment advice to individuals, families, and businesses. Brian is committed to helping clients reach 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.
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
06/03/2013 - Present
Morgan Stanley (Jericho NY)
NY
07/04/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
BOTH
Issued 10/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2008
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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