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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 Fishlinger is a financial advisor with over 7 years of experience in the financial services industry. Brian is registered with Morgan Stanley and previously worked with UBS Financial Services Inc., Henley & Company LLC, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds the Series 7, Series 63, and Series 66 licenses as well as the SIE designation, and is a Certified Financial Planner. Brian is located in Garden City, NY and is licensed to provide financial advice in 53 states. Brian specializes in providing financial advice to individuals, businesses, and institutions, including high-net-worth individuals, corporations, and investment companies. Brian's experience includes asset allocation, portfolio management, financial planning, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
02/10/2021 - Present
Morgan Stanley (Garden City NY)
NY
06/30/2017 - 02/16/2021
UBS FINANCIAL SERVICES INC. (JERICHO NY)
NY
02/27/2017 - 06/06/2017
HENLEY & COMPANY LLC (UNIONDALE NY)
NY
04/17/2006 - 05/12/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GARDEN CITY NY)
BOTH
Issued 02/16/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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