Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Gilroy is a financial advisor with Edelman Financial Engines and Confidence Wealth Management, LLC. Brian has a background in financial services and is dedicated to providing personalized financial advice to help clients reach their financial goals. Brian holds licenses to provide investment advice in Florida, Texas, and Nevada.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
FL
08/08/2024 - Present
Edelman Financial Engines (St. Augustine FL)
NY
08/09/2017 - 08/21/2023
E*TRADE SECURITIES LLC (New York NY)
NY
03/24/2023 - 08/17/2023
MORGAN STANLEY (New York NY)
NY
09/16/2014 - 08/16/2017
FIDELITY BROKERAGE SERVICES LLC (NEW YORK NY)
NY
02/28/2014 - 09/02/2014
MAXIM GROUP LLC (NEW YORK NY)
NY
11/11/2013 - 02/24/2014
HFP CAPITAL MARKETS LLC (NEW YORK NY)
NY
08/24/2012 - 08/06/2013
HFP CAPITAL MARKETS LLC (NEW YORK NY)
BOTH
Issued 08/24/2017
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/02/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/12/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/11/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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