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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sirota is a financial advisor registered in Florida and Georgia. Brian holds the Series 7, Series 63, and Series 66 licenses, as well as the SIE exam. Brian is also a Certified Financial Planner and a Chartered Financial Consultant. Brian is currently employed at Firstrust, a Registered Investment Advisor that provides financial planning, portfolio management, and other advisory services to individuals, businesses, and pension plans. Brian has over 10 years of experience in the financial services industry. Before joining Firstrust, Brian worked at E*TRADE SECURITIES LLC and Fidelity Brokerage Services LLC. Brian is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
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.
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2
FL
09/01/2020 - Present
Firstrust (DAYTONA BEACH FL)
FL
08/07/2015 - 11/27/2015
E*TRADE SECURITIES LLC (ORLANDO FL)
FL
10/10/2012 - 07/13/2015
FIDELITY BROKERAGE SERVICES LLC (TAMPA FL)
BOTH
Issued 10/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2015
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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