Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lodato is a financial advisor currently registered with Empower Advisory Group, LLC. Brian is based in Greenwood Village, CO, and has been in the industry since 2014. Brian has passed the Series 66, Series 7 and SIE exams and is registered to provide investment advice in 52 states plus the District of Columbia. Prior to joining Empower Advisory Group, LLC, Brian worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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CO
12/07/2021 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
NJ
08/11/2014 - 09/27/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PENNINGTON NJ)
BOTH
Issued 09/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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