Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Petitt is a financial professional with over 25 years of experience in the securities industry. Brian has held positions at BANC OF AMERICA SECURITIES LLC and MONTGOMERY SECURITIES. Brian is currently registered with BTIG, LLC. Brian holds the Series 63, Series 24, Series 99TO, SIE, and Series 7 licenses. Brian is registered with the Securities and Exchange Commission (SEC) and is a member of the Financial Industry Regulatory Authority (FINRA).
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.
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.
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2
CA
01/06/2004 - Present
Btig, LLC (SAN FRANCISCO CA)
NY
10/01/1997 - 06/05/2003
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
CA
01/23/1997 - 10/01/1997
MONTGOMERY SECURITIES (SAN FRANCISCO CA)
BC
Issued 01/23/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/20/2007
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE Arca, Inc.
N
Nasdaq Stock Market
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