Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Truesdale is a financial professional with over 25 years of experience in the securities industry. Brian is currently registered with Citigroup Global Markets Inc. and holds a Series 7, Series 10, Series 24, Series 63 and Series 79TO licenses. Brian specializes in portfolio management, asset allocation advice, financial planning, pension consulting, and publication of periodicals. Brian’s past experience includes roles with J.P. Morgan Securities LLC, Deutsche Bank Securities Inc., Credit Suisse First Boston LLC, Chase Securities Inc., Hambrecht & Quist LLC and Bear, Stearns & Co. 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.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
12/22/2021 - Present
Citigroup Global Markets Inc. (Boston MA)
MA
10/08/2015 - 11/29/2021
J.P. MORGAN SECURITIES LLC (Boston MA)
MA
04/21/2004 - 10/06/2015
DEUTSCHE BANK SECURITIES INC. (BOSTON MA)
NY
06/19/2000 - 03/25/2004
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NY
02/01/2000 - 04/05/2000
CHASE SECURITIES INC. (NEW YORK NY)
CA
10/13/1997 - 02/01/2000
HAMBRECHT & QUIST LLC (SAN FRANCISCO CA)
NY
03/06/1995 - 07/21/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 10/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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