Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Dost is an advisor registered with Schwab Wealth Advisory, Inc. Brian has over 20 years of experience in the financial services industry. Brian has registrations in 26 states and is currently registered in the state of Florida as an investment advisor representative. Brian is also a CERTIFIED FINANCIAL PLANNER™ professional. Brian has experience with TD Ameritrade, Inc. and Wachovia Securities, LLC.
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.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
FL
02/10/2015 - Present
Schwab Wealth Advisory, Inc. (ORLANDO FL)
FL
05/08/2009 - 07/01/2010
TD AMERITRADE, INC. (ORLANDO FL)
FL
02/28/2007 - 04/30/2009
WACHOVIA SECURITIES, LLC (ORLANDO FL)
FL
08/05/2003 - 12/20/2006
TD AMERITRADE, INC. (ORLANDO FL)
NY
12/07/2000 - 09/06/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 1/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/18/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 2/10/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/1/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/6/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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