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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 McDonald is a financial advisor with Morgan Stanley based in Denver, Colorado. Brian has been in the financial services industry since 1993 and has extensive experience in providing financial advice. Brian has a wide range of experience serving a variety of clients including high-net-worth individuals, insurance companies, charitable organizations and individuals. Brian is a licensed securities representative and investment advisor representative and holds various professional designations.
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
CO
11/15/2018 - Present
Morgan Stanley (Denver CO)
CO
12/13/2022 - 11/14/2023
AFS SECURITIES, LLC (Denver CO)
CO
03/22/2021 - 09/05/2023
E*TRADE SECURITIES LLC (Denver CO)
CO
07/15/1993 - 12/07/2017
CHARLES SCHWAB & CO., INC. (LONE TREE CO)
CO
03/21/2012 - 12/11/2014
OPTIONSXPRESS, INC. (ENGLEWOOD CO)
TX
07/24/2007 - 12/07/2007
CYBERTRADER, INC. (AUSTIN TX)
NY
04/26/1993 - 07/08/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
10/09/1992 - 01/19/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
BC
Issued 10/23/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/11/2008
Series 4 - Registered Options Principal Examination
BC
Issued 12/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 04/26/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/07/2017
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 10/06/1992
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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