Unclaimed
Brian Turkfeld is a financial professional with over 10 years of experience in the financial services industry. Brian has held positions at Morgan Stanley & Co. LLC and Wealthpenn.comllc. Brian is currently a registered representative with Morgan Stanley & Co. LLC. Brian holds the Series 99 and the Securities Industry Essentials Examination licenses.
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
NY
04/12/2018 - Present
Morgan Stanley & Co. LLC (New York NY)
NY
08/09/2022 - 02/13/2024
E*TRADE SECURITIES LLC (New York NY)
NY
11/14/2013 - 11/11/2015
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
10/11/2012 - 10/11/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2012
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
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