Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Pomerleau is a financial advisor registered in 52 states with State Street Global Advisors Funds Distributors, LLC. Brian has been in the financial industry since September 11, 2007, and holds Series 3, 6, 7, and 63 licenses. Brian has previous experience at Eaton Vance Distributors, Inc., Park Avenue Securities LLC, and IFMG Securities, Inc..
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
MA
10/05/2021 - Present
State Street Global Advisors Funds Distributors, LLC (Boston MA)
MA
05/08/2006 - 05/14/2019
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
11/08/2005 - 05/03/2006
PARK AVENUE SECURITIES LLC (NEEDHAM MA)
NY
03/28/2005 - 10/18/2005
IFMG SECURITIES, INC. (PURCHASE NY)
BC
Issued 10/12/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/06/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2008
Series 7 - General Securities Representative Examination
BC
Issued 03/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Pomerleau is the right advisor for you? Invested Better is here to help.
