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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brianna? Claim Your ProfileBrianna Driscoll is a financial advisor with over 13 years of experience in the industry. Brianna began her career at Merrill Lynch in 2009, and then joined Morgan Stanley in 2016. Brianna has earned the Series 66, Series 7 and SIE exams, as well as several state licenses. She provides financial advice to clients throughout Michigan, Texas, and across the country. Her current employer, Morgan Stanley, is a global financial services firm providing a wide range of services for individuals, institutions, and corporations.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
MI
07/11/2024 - Present
Morgan Stanley (Birmingham MI)
MI
05/26/2020 - 12/05/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FARMINGTON HILLS MI)
CA
06/08/2016 - 02/24/2020
MORGAN STANLEY (BEVERLY HILLS CA)
IL
10/23/2009 - 05/16/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
09/24/2009 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
BOTH
Issued 12/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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