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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 Taylor Fenlin is an investment advisor representative at Kathmere Capital Management, LLC. Brian has been in the securities industry since 1998. Brian is registered with the state of Pennsylvania as an investment advisor representative. Brian is also registered with the state of Pennsylvania as a broker-dealer. Brian has a Series 63, Series 65, Series 7 and Series 57TO. Brian is registered with FINRA as a broker-dealer. Brian's previous employers include First New York Securities L.L.C., Tobias Bros. Inc. and Spencer Trask Securities Incorporated. Brian provides financial planning, pension consulting, portfolio management for individuals, portfolio management for businesses and selection of other advisers.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
PA
11/15/2024 - Present
Kathmere Capital Management, LLC (WAYNE PA)
NY
01/02/2008 - 06/06/2012
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
PA
02/22/2005 - 01/03/2008
TOBIAS BROS. INC. (BALA CYNWYD PA)
NY
04/13/1999 - 03/20/2003
FIRST NEW YORK SECURITIES L.L.C. (NEW YORK NY)
NY
04/06/1998 - 04/06/1999
SPENCER TRASK SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 03/25/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 02/20/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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