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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 Burt is a registered investment advisor representative with Fidelity Personal and Workplace Advisors. Brian has been in the financial services industry since 2018. Brian is licensed to provide investment advice in 53 states and the District of Columbia. Brian has passed the Series 7, Series 66, and Series 63 exams. Brian has experience providing financial planning, portfolio management for individuals and businesses, and educational seminars. Brian has worked for Fidelity Brokerage Services LLC and Fisher Investments. Brian is currently employed by Fidelity Personal and Workplace Advisors in Jacksonville, FL. Brian Burt is committed to helping 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.
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.
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
07/01/2023 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
FL
06/14/2018 - 09/18/2020
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BC
Issued 06/23/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/23/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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