Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Amsler Rossano is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. based in Beverly, MA. Brian has been in the financial industry since March 24, 1987, working with individual investors and providing financial planning, portfolio management and investment management services. Brian holds licenses in 53 states and has extensive experience in both the securities and investment advisory industries.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
01/12/1999 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BEVERLY MA)
BOTH
Issued 3/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/13/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 6/22/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 3/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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