Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Valik is a financial advisor with Finalis Securities LLC based in New York, NY. Brian has over 10 years of experience in the industry. Brian is a Series 7, Series 63, Series 79 and Series 82 licensed advisor. Brian is also registered with the state of Florida. Brian's previous experience includes working as a financial advisor at Goldman, Sachs & Co.
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.
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.
1
2
NY
09/27/2023 - Present
Finalis Securities LLC (New York NY)
NY
09/14/2006 - 08/19/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
BC
Issued 08/16/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/29/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 09/27/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 08/28/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Valik is the right advisor for you? Invested Better is here to help.
