Unclaimed
Brian Krell is a financial advisor with over 20 years of experience in the financial services industry. He has been registered with American Portfolios Financial Services, Inc. since 2007, and has previously worked for Walnut Street Securities, Inc. and Nathan & Lewis Securities, Inc. Brian is licensed to sell securities in multiple states, including California, Florida, Illinois, New Jersey, New York, and Pennsylvania. His credentials include passing the Series 6, Series 7, and Series 63 exams. Brian focuses on providing investment advice to individual clients.
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
09/14/2007 - Present
American Portfolios Financial Services, Inc. (Hauppauge NY)
NY
08/01/2003 - 09/19/2007
WALNUT STREET SECURITIES, INC. (BROOKLYN NY)
NY
03/06/2000 - 08/01/2003
NATHAN & LEWIS SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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