Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian A. Slattery is a financial advisor who has been working in the financial industry since 2012. Brian holds a Series 7 and a Series 63 license and is registered as a registered representative and investment advisor representative in multiple states. Brian's current firm is Private Advisor Group, LLC, a registered investment advisor, where Brian has been working since 2019. Prior to joining Private Advisor Group, LLC, Brian was an advisor with LPL Financial, LLC and Independent Financial Partners. Brian provides investment advisory services to individuals, businesses, corporations, charitable organizations, insurance companies, high net worth individuals, pension plans, and state or municipal government entities. Brian has a strong track record of success in helping clients achieve their financial goals and is committed to providing personalized service.
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.
Solicitation/referral
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.
A percentage of the total value of assets under management is charged.
Solicitor/referral fees
1
2
NY
05/24/2021 - Present
Private Advisor Group, LLC (Albany NY)
BC
Issued 06/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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