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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian William Laird is a financial advisor with Fidelity Personal And Workplace Advisors. Brian has been in the industry since April 2018 and has been registered with Fidelity Personal And Workplace Advisors since May 2023. Brian is a Certified Financial Planner and has experience providing financial advice to individuals, high-net-worth individuals, corporations, and charitable organizations. Brian has a total of 5 approved state registrations: Florida, New Jersey, New York, North Carolina, and Pennsylvania. Brian also has a Series 7TO, Series 6, and Series 63. Brian is a strong advocate for helping clients achieve their financial goals, which has been his mission since the start of his career.
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.
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.
1
2
PA
05/09/2023 - Present
Fidelity Personal AND Workplace Advisors (CENTER VALLEY PA)
PA
01/29/2021 - 04/24/2023
CITIZENS SECURITIES, INC. (Fort Washington PA)
PA
03/07/2018 - 12/31/2020
CITIZENS SECURITIES, INC. (SOUDERTON PA)
IA
Issued 07/06/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/03/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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