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Brian Danelian Allegedly Violated Suitability Rules

Brian DanelianPublic records provided by the Financial Industry Regulatory Authority (FINRA) and accessed on December 1, 2017 indicate that California-based Kestra Investment Services broker/adviser Brian Danelian is involved in a pending customer dispute. Fitapelli Kurta is interested in hearing from investors who have complaints regarding Mr. Danelian (CRD# 1930658).

Brian Danelian has spent 28 years in the securities industry and has been registered with Kestra Investment Services in Woodland Hills, California since 2014. Previous registrations include LPL Financial in Woodland Hills, California (2012-2014); Wells Fargo Advisors in Woodland Hills, California (1990-2012); the Stuart-James Company in Denver, Colorado (1989-1990); and Bateman Eichler Hill Richards (1990). He has passed five securities industry examinations: Series 65 (Uniform Investment Adviser Law Examination), which he obtained on September 12, 1996; Series 63 (Uniform Securities Agent State Law Examination), which he obtained on May 11, 1989; Series 31 (Futures Managed Funds Examination), which he obtained on March 20, 2006; Series 7 (General Securities Representative Examination), which he obtained on April 15, 1989; and Series 24 (General Securities Principal Examination), which he obtained on December 4, 1989. He is a registered broker and investment adviser with 13 US states and territories: Arizona, California, Colorado, Florida, Kentucky, Nevada, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, and Wisconsin.

According to his BrokerCheck report, he has received one pending customer complaint.

In October 2017, a customer alleged Brian Danelian, while employed at Kestra Investment Services, participated in violations of suitability rules in connection when he conducted excessive transactions in options products. The customer is seeking $158,403 in damages in the pending complaint.

If you have lost money investing with Brian Danelian, call Fitapelli Kurta at 877-238-4175 without delay. You may be entitled to recoup your losses. We accept all cases on contingency: Fitapelli Kurta only gets paid if and when you collect money. Time to file your claim may be limited, so we recommend you avoid delay. Call 877-238-4175 now to speak to an attorney for free.