Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Giboney is a registered investment advisor representative with Merit Financial Advisors. Brian has been in the financial services industry since 1997 and has worked with numerous firms including LPL Financial LLC and Raymond James Financial Services, Inc. Brian has a Series 63, Series 65, Series 7 and SIE license. Brian primarily provides financial planning, pension consulting and portfolio management for individuals and businesses. Brian Giboney is a registered investment advisor in 23 states and is an active member of the financial services industry.
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.
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.
Consulting fees
1
2
WA
09/11/2023 - Present
Merit Financial Advisors (Des Moines WA)
WA
04/22/2004 - 08/16/2024
LPL FINANCIAL LLC (DES MOINES WA)
FL
01/19/2000 - 04/01/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
03/03/1997 - 12/23/1997
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
10/03/1996 - 02/25/1997
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
OH
02/17/1995 - 11/13/1996
CAPITAL SECURITIES OF AMERICA, INC. (HARTVILLE OH)
NJ
03/14/1994 - 02/28/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 09/11/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/11/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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