Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Falconer is a financial advisor with Park Avenue Securities LLC, a firm headquartered in New York, NY. Brian has been in the financial industry since 2003 and has experience with a variety of firms, including New England Securities, MetLife Securities Inc., and Securian Financial Services, Inc.. Brian is registered with FINRA and has passed the Series 6, 7, 24, 63, and 66 exams. Brian provides financial planning, educational seminars, and portfolio management services to individuals and businesses. Brian is also a member of the NAIFA-RI Board of Directors.
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.
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.
A percentage of the total value of assets under management is charged.
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2
MA
10/28/2024 - Present
Park Avenue Securities LLC (BRAINTREE MA)
MA
08/02/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (BRAINTREE MA)
MA
04/12/2017 - 08/31/2022
SECURIAN FINANCIAL SERVICES, INC. (Braintree MA)
RI
01/02/2015 - 03/10/2017
MSI FINANCIAL SERVICES, INC. (EAST PROVIDENCE RI)
RI
05/04/2012 - 01/02/2015
NEW ENGLAND SECURITIES (EAST PROVIDENCE RI)
IA
11/08/2011 - 05/09/2012
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
NH
05/10/2007 - 10/30/2009
LIBERTY LIFE SECURITIES LLC (DOVER NH)
CT
04/27/2004 - 12/31/2006
NEW ENGLAND SECURITIES (WESTPORT CT)
NY
07/14/1999 - 09/13/2002
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 03/04/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2005
Series 7 - General Securities Representative Examination
BC
Issued 07/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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