Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian W Buchanan is a financial advisor with over 16 years of experience in the financial services industry. Brian is registered with Hightower Advisors, LLC and Hightower Securities, LLC, and is licensed to offer securities and investment advisory services in New Jersey. Brian has a strong background in portfolio management, financial planning, and retirement planning. Brian helps individuals and families achieve their financial goals by developing personalized investment strategies.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
NJ
03/13/2017 - Present
Hightower Advisors, LLC (Marlton NJ)
NJ
06/23/2011 - 03/14/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MOUNT LAUREL NJ)
NY
11/19/2001 - 11/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/14/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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