Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McKane is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Raymond James & Associates, Inc. and is located in St. Petersburg, FL. Prior to his current role, Brian was registered with Northwestern Mutual Investment Services, LLC in Tampa, FL. Brian has a broad range of experience in the financial services industry, including experience with Wagner Stott Bear Specialists LLC, Hunter Specialists, LLC, ETG, L.L.C. and Integrated Resources Equity Corporation. Brian holds several licenses and certifications including the Series 7, Series 63, Series 55 and the SIE exam.
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.
Please see note in schedule d - miscellaneous
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
FL
05/12/2021 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
FL
01/11/2021 - 05/03/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Tampa FL)
NY
01/02/2001 - 12/04/2001
WAGNER STOTT BEAR SPECIALISTS LLC (NEW YORK NY)
NY
10/01/2000 - 01/02/2001
HUNTER SPECIALISTS, LLC (NEW YORK NY)
NY
11/20/1998 - 10/01/1999
ETG, L.L.C. (NEW YORK NY)
NA
05/05/1988 - 08/23/1989
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 01/21/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/09/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/17/1998
Series 55 - Limited Representative-Equity Trader Exam
Active
Inactive
F
FINRA
I
Investors' Exchange LLC
M
MEMX LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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