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 Pacen is a financial advisor with Creativeone Securities, LLC. Brian has been in the industry since February 2011. Brian is registered in Delaware, Florida, Maryland, North Carolina, Pennsylvania and Virginia. He holds a Series 6, 7, 9, 10, 63 and 66 license. Brian is also a Certified Financial Planner.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
MD
10/12/2016 - Present
Creativeone Securities, LLC (Owings Mills MD)
MD
01/20/2016 - 10/13/2016
BROKER DEALER FINANCIAL SERVICES CORP. (OWINGS MILLS MD)
MD
05/01/2014 - 01/09/2016
SAGEPOINT FINANCIAL, INC. (BALTIMORE MD)
MD
03/06/2013 - 04/21/2014
CHARLES SCHWAB & CO., INC. (TOWSON MD)
MD
10/21/2011 - 03/04/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
MD
07/28/2011 - 08/24/2011
WELLS FARGO ADVISORS, LLC (TIMONIUM MD)
PA
05/04/2010 - 01/04/2011
PRUCO SECURITIES, LLC. (YORK PA)
BOTH
Issued 11/19/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/08/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/26/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/20/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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