Brian Gilroy Cfp®

Brian Gilroy Cfp® Email and Phone Number

. @ Confidence Wealth Management
torrance, california, united states
Brian Gilroy Cfp®'s Location
St Augustine, Florida, United States, United States
Brian Gilroy Cfp®'s Contact Details

Brian Gilroy Cfp® personal email

n/a

Brian Gilroy Cfp® phone numbers

About Brian Gilroy Cfp®

Attended Jacksonville University from 2006-2011 and received my bachelors in Finance as well as my MBA in Accounting and Finance. My best collegiate experience was playing on the baseball team for 5 years.Once I graduated I became a stock broker and earned my series 7, 63, and 24. From there I began managing a book of retail clients. I improved my skills and expertise by passing my series 65 and my NY Life and health. Obtained a Series 9/10 license and passed my Certified Financial Planner exam

Brian Gilroy Cfp®'s Current Company Details
Confidence Wealth Management

Confidence Wealth Management

View
.
torrance, california, united states
Website:
myconfidence.com
Employees:
17
Brian Gilroy Cfp® Work Experience Details
  • Confidence Wealth Management
    Vp - Financial Advisor
    Confidence Wealth Management Oct 2024 - Present
    View
  • E*Trade
    Financial Consultant
    E*Trade Aug 2017 - Oct 2024
    New York, New York
    View
  • Fidelity Investments
    Investment Consultant
    Fidelity Investments May 2015 - Aug 2017
    View
  • Fidelity Investments
    Financial Representative
    Fidelity Investments Sep 2014 - May 2015
  • Maxim Group
    Vp Of Investments
    Maxim Group Feb 2014 - Aug 2014
    New York, Ny
    Financial Adviser and money manager
  • Hfp Capital Markets Llc
    Vp Of Investments
    Hfp Capital Markets Llc Oct 2013 - Feb 2014
    New York, Ny
    Managed book of retail clients
    View
  • Hfp Capital Markets Llc
    Registered Representive
    Hfp Capital Markets Llc Mar 2012 - Aug 2013
    Account opener/cold caller
    View

Brian Gilroy Cfp® Skills

Series 7 Investments Equities Securities Alternative Investments Series 63 Series 24 Health Insurance Valuation Fixed Income Series 65 Life Insurance Bonds Leadership Finance Finra Series 9/10

Brian Gilroy Cfp® Education Details

Frequently Asked Questions about Brian Gilroy Cfp®

What company does Brian Gilroy Cfp® work for?

Brian Gilroy Cfp® works for Confidence Wealth Management

What is Brian Gilroy Cfp®'s role at the current company?

Brian Gilroy Cfp®'s current role is ..

What is Brian Gilroy Cfp®'s email address?

Brian Gilroy Cfp®'s email address is br****@****ity.com

What is Brian Gilroy Cfp®'s direct phone number?

Brian Gilroy Cfp®'s direct phone number is +121281*****

What schools did Brian Gilroy Cfp® attend?

Brian Gilroy Cfp® attended Jacksonville University, Jacksonville University, Mahopac High School.

What are some of Brian Gilroy Cfp®'s interests?

Brian Gilroy Cfp® has interest in Investing, Snowboarding, Cars, Baseball, Basketball, Brooklyn Nets, Autocross, Athletics, Animal Welfare, Ny Jets.

What skills is Brian Gilroy Cfp® known for?

Brian Gilroy Cfp® has skills like Series 7, Investments, Equities, Securities, Alternative Investments, Series 63, Series 24, Health Insurance, Valuation, Fixed Income, Series 65, Life Insurance.

Who are Brian Gilroy Cfp®'s colleagues?

Brian Gilroy Cfp®'s colleagues are James Egerstrom, Cfp®, Mba, Mae Talle, David Lauritzen, Hannah Court, Daniel Tafoya, Cfp®, Clu®, Crystal Oculee, Rosemary Le.

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