Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Doherty is an active Registered Representative and Investment Advisor Representative with over 24 years of experience in the financial services industry. Brian has held various positions at several firms, including Park Avenue Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Brian is currently employed by Equity Services, Inc. and holds Series 6, 7, and 66 licenses. Brian specializes in Financial Planning, Pension Consulting, and Portfolio Management for Individuals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
09/25/2009 - Present
Equity Services, Inc. (CHELMSFORD MA)
MA
11/15/2006 - 09/29/2009
PARK AVENUE SECURITIES LLC (CHELMSFORD MA)
MA
11/03/1997 - 10/31/2006
METLIFE SECURITIES INC. (HINGHAM MA)
MA
11/03/1997 - 10/31/2006
METROPOLITAN LIFE INSURANCE COMPANY (HINGHAM MA)
BOTH
Issued 11/24/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/01/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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