Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Salcetti is an investment advisor representative at Sandbox Financial Partners, LLC. Brian has been in the industry for over 13 years. Previously, Brian worked for Wells Fargo Advisors Financial Network, LLC, AXA Advisors, LLC, IVY Funds Distributor, Inc., Waddell & Reed, Inc., Claymore Securities, Inc., and Rydex Distributors, Inc. Brian has a wide range of experience in the financial services industry, and he is dedicated to providing his clients with personalized financial advice. Brian holds the Series 63, 65, 66, and 7 licenses, as well as the SIE exam. He is also a Registered Investment Advisor (RIA) in Maryland and Texas. Brian specializes in providing financial advice to individuals, families, and small businesses. He is committed to helping his clients achieve their financial goals. Brian is also a member of the National Association of Personal Financial Advisors (NAPFA). Brian is committed to providing his clients with the highest level of service and integrity.
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.
Helps you choose top advisors aligned with your financial goals.
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
MD
12/13/2018 - Present
Sandbox Financial Partners, LLC (BETHESDA MD)
MD
06/10/2015 - 09/17/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BETHESDA MD)
MD
08/19/2013 - 06/17/2015
AXA ADVISORS, LLC (BETHESDA MD)
KS
12/13/2007 - 08/16/2013
IVY FUNDS DISTRIBUTOR, INC. (OVERLAND PARK KS)
KS
12/13/2007 - 08/16/2013
WADDELL & REED, INC. (OVERLAND PARK KS)
IL
05/07/2007 - 11/26/2007
CLAYMORE SECURITIES, INC. (CHICAGO IL)
MD
11/16/2004 - 05/16/2007
RYDEX DISTRIBUTORS, INC. (ROCKVILLE MD)
IA
Issued 09/04/2013
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/17/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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