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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 Kucskar is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the financial services industry since May 16, 2000. He is registered to provide investment advice in Virginia and Texas and offers a wide range of investment products and services, including portfolio management, financial planning, and retirement planning. Brian has a strong track record of success and is committed to providing his clients with the highest level of service.
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
VA
02/20/2019 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RICHMOND VA)
VA
02/05/2008 - 02/08/2019
SUNTRUST INVESTMENT SERVICES, INC. (GLEN ALLEN VA)
VA
01/12/2005 - 02/06/2008
CAPITAL BROKERAGE CORPORATION (RICHMOND VA)
MO
04/05/2001 - 01/13/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
FL
05/23/2000 - 12/01/2000
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
02/06/1998 - 06/26/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
02/06/1998 - 06/26/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 08/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/28/2011
Series 4 - Registered Options Principal Examination
BC
Issued 11/03/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 09/29/2008
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/26/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/02/1998
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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