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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brie? Claim Your ProfileBrie Edmunds is a financial advisor with over 20 years of experience in the industry. Brie is currently registered with Morgan Stanley, and has held previous roles with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brie holds several licenses and registrations including Series 7, Series 31, Series 63 and Series 65. Brie specializes in providing asset allocation advice, financial planning, pension consulting, and portfolio management for individuals, businesses and investment companies. Brie offers a range of services to clients, including educational seminars and selection of other advisors.
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
IL
06/01/2009 - Present
Morgan Stanley (Barrington IL)
IL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (CHICAGO IL)
IL
06/11/2001 - 04/02/2007
MORGAN STANLEY DW INC. (CHICAGO IL)
NY
03/12/1997 - 06/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/11/1997
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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