Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Conlon is a financial advisor with Ameriprise Financial Services, LLC and has been in the industry for over 20 years. Brian is registered to provide financial advice in 20 states and holds the Series 7, Series 31, Series 65, and Series 66 licenses. Brian's previous firms include WELLS FARGO CLEARING SERVICES, LLC, MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, ADVEST, INC. and LEBENTHAL & CO., INC.. Brian has been associated with Ameriprise Financial Services, LLC since 2018. Brian specializes in providing asset allocation, financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
Asset allocation services
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.
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2
NY
09/28/2023 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
NY
05/18/2012 - 12/11/2018
WELLS FARGO CLEARING SERVICES, LLC (NEW YORK NY)
NY
03/08/2006 - 05/22/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
CT
06/07/2002 - 03/08/2006
ADVEST, INC. (HARTFORD CT)
NY
05/31/2002 - 06/07/2002
LEBENTHAL & CO., INC. (NEW YORK NY)
IA
Issued 05/30/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/03/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/29/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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