Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Doe is a financial advisor with Main Street Financial Solutions, LLC, a firm headquartered in Newtown, Pennsylvania. Brian has been a registered representative for nearly two decades. He has experience in providing financial planning services to individuals and businesses. Brian's firm also offers pension consulting services. Brian has experience working with a variety of client types, including high-net-worth individuals, corporations, and charitable organizations. Brian has earned the Certified Financial Planner designation.
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.
Personalized portfolio management to meet individual financial objectives.
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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PA
02/27/2020 - Present
Main Street Financial Solutions, LLC (NEWTOWN PA)
GA
06/15/2000 - 02/06/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
BOTH
Issued 06/27/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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