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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 Robert Lannigan is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been working in the securities industry since July 17, 1992. Brian is registered with FINRA as a Registered Representative and is licensed in Connecticut, Massachusetts, and New Hampshire. Brian also holds the Series 6, 7, 24, 63, and 65 licenses. Brian has also worked for a number of other firms during his career, including BANC OF AMERICA INVESTMENT SERVICES, INC., CCO INVESTMENT SERVICES CORP., QUICK & REILLY, INC., BANKBOSTON INVESTOR SERVICES, INC., BAYBANKS BROKERAGE SERVICES, INC., SCUDDER INVESTOR SERVICES, INC., FIDELITY BROKERAGE SERVICES, INC., and FIRST INVESTORS CORPORATION. Brian is a member of the Framingham State University Foundation.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
10/30/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEWTON MA)
MA
05/02/2008 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NORWOOD MA)
MA
10/20/2004 - 05/09/2008
CCO INVESTMENT SERVICES CORP. (CHESTNUT HILL MA)
NY
03/27/2003 - 10/06/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/31/2000 - 04/11/2003
QUICK & REILLY, INC. (NEW YORK NY)
MA
11/02/1996 - 09/06/2000
BANKBOSTON INVESTOR SERVICES, INC. (BOSTON MA)
NA
11/24/1993 - 11/02/1996
BAYBANKS BROKERAGE SERVICES, INC.
NY
05/21/1993 - 06/30/1993
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
RI
09/07/1989 - 08/17/1990
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
NA
11/18/1986 - 03/18/1987
FIRST INVESTORS CORPORATION
IA
Issued 01/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/10/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/20/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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