Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Samet is a financial advisor with over 15 years of experience in the industry. He is currently registered with NFP Retirement Inc. as a Registered Representative (RA) in Maryland. Brian has a strong background in financial planning, pension consulting, and portfolio management. Brian has experience working with both individuals 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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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CA
11/21/2023 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
MD
03/06/2008 - 09/03/2010
MML INVESTORS SERVICES, INC. (BETHESDA MD)
IA
Issued 03/19/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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