Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nagel is a financial advisor with over 20 years of experience in the financial services industry. Brian is currently registered with Oppenheimer & Co. Inc. and has been with the firm since 2009. Previously, Brian worked at UBS Securities LLC, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation, and A. G. Edwards & Sons, Inc. Brian is a Chartered Financial Analyst and holds the Series 7, Series 87, and Series 63 licenses. Brian's areas of specialization include investment management, retirement planning, and financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NY
04/07/2021 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
03/24/2003 - 05/04/2009
UBS SECURITIES LLC (NEW YORK NY)
NY
10/11/2002 - 03/21/2003
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
08/08/2000 - 10/15/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MO
10/20/1999 - 07/28/2000
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BC
Issued 09/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2004
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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