Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Duttera has been in the financial services industry since 1987. Brian is currently a registered representative with Kestra Private Wealth Services, LLC. He is also registered with the state of Ohio as an investment advisor representative. Brian is a financial advisor and portfolio manager with a diverse background, including experience in the securities, banking, and insurance industries. He specializes in providing financial planning and investment management services to individuals, families, and businesses.
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
OH
03/07/2018 - Present
Kestra Private Wealth Services, LLC (SANDUSKY OH)
OH
05/27/1987 - 03/09/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANDUSKY OH)
IA
Issued 04/15/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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