Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Snelson is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Brian has been in the financial services industry since 1994. Brian is licensed to provide investment advice in Connecticut and Texas and has experience with a range of investment products and services. Brian is currently registered as a registered representative of Merrill Lynch, Pierce, Fenner & Smith Inc. in Connecticut and Texas. Prior to joining Merrill Lynch, Pierce, Fenner & Smith Inc., Brian was employed by WELLS FARGO ADVISORS, LLC, FIDELITY BROKERAGE SERVICES LLC, FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., NASL FINANCIAL SERVICES, INC., and PRUCO SECURITIES CORPORATION.
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
MA
12/16/2013 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY MA)
MA
05/17/2011 - 05/21/2012
WELLS FARGO ADVISORS, LLC (CHELMSFORD MA)
MA
01/01/2008 - 07/01/2010
FIDELITY BROKERAGE SERVICES LLC (MARLBOROUGH MA)
MA
03/17/2006 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (MARLBOROUGH MA)
RI
08/30/1996 - 11/02/2005
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
04/28/1994 - 07/24/1996
NASL FINANCIAL SERVICES, INC. (BOSTON MA)
NJ
03/02/1993 - 03/08/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 06/13/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/31/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/24/1993
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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