Unclaimed
Bryan Gibson is a financial advisor with over 23 years of experience in the financial services industry. Bryan is currently registered with Morgan Stanley. Bryan has held previous positions with Blackrock Investments, LLC, J.P. Morgan Securities LLC, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Park Avenue Securities LLC, BNY Investment Center Inc., Advest, Inc. and AIBC Investment Services Corporation. Bryan is a registered representative with the following state securities regulators: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin and Wyoming. Bryan holds FINRA Series 4, 7, 9, 10, 24, 52TO, 53, 63, and 65 licenses. Bryan is also a registered investment advisor in New York and Texas. Bryan holds the SIE license.
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
NY
05/19/2023 - Present
Morgan Stanley (New York NY)
NY
06/10/2014 - 01/23/2023
BLACKROCK INVESTMENTS, LLC (NEW YORK NY)
NY
11/17/2010 - 06/16/2014
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NJ
12/22/2008 - 11/18/2010
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
01/17/2007 - 12/19/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/07/2005 - 01/18/2007
PARK AVENUE SECURITIES LLC (NEW YORK NY)
NY
03/01/2000 - 06/29/2005
BNY INVESTMENT CENTER INC. (NEW YORK NY)
CT
07/16/1998 - 11/24/1998
ADVEST, INC. (HARTFORD CT)
NA
04/20/1998 - 06/30/1998
AIBC INVESTMENT SERVICES CORPORATION
NY
06/16/1997 - 05/07/1998
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
IA
Issued 05/19/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/19/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/03/2006
Series 4 - Registered Options Principal Examination
BC
Issued 08/16/2004
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1997
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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