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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 Cort is a financial advisor at Quadrant Private Wealth Management, LLC. Brian has been in the financial services industry since 2001 and holds the Series 7, Series 63, Series 31, Series 65, and Series 6TO licenses. Brian has also earned the Certified Financial Planner and Chartered Financial Consultant designations. Brian is a partner at Quadrant Private Wealth Management, LLC where he specializes in working with individuals, high-net-worth individuals and businesses. Brian's office is located in Center Valley, Pennsylvania.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Credit and cash management solutions and insurance solutions
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.
Revenue sharing with our affiliate, focus risk solutions.
1
2
PA
08/13/2015 - Present
Quadrant Private Wealth Management, LLC (CENTER VALLEY PA)
PA
12/13/2002 - 05/06/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BETHLEHEM PA)
NY
08/20/2001 - 12/10/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
MA
02/13/2001 - 08/27/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 09/12/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 02/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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