Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Christopher Tramontano is a financial advisor in Albany, NY, working with LPL Financial LLC. Brian has been a registered representative since 2011 and is currently licensed in 10 states. Prior to joining LPL Financial LLC, Brian was a registered representative with MULTI-FINANCIAL SECURITIES CORPORATION and EQUITY SERVICES, INC. Brian's professional experience includes serving clients at LPL Financial LLC, Cap Com Financial, and LPL Financial LLC. Brian is committed to providing excellent customer service and meeting the financial needs of his clients.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
08/03/2021 - Present
LPL Financial LLC (Albany NY)
NY
10/31/2011 - 07/16/2012
MULTI-FINANCIAL SECURITIES CORPORATION (SCHENECTADY NY)
NY
04/11/2011 - 11/01/2011
EQUITY SERVICES, INC. (SCHENECTADY NY)
BC
Issued 04/19/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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