Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Alessandrini is an active investment advisor representative associated with Schwab Wealth Advisory, Inc. Brian has over 20 years of experience in the financial services industry. He is licensed to provide investment advice in multiple states including Indiana, Texas, and many others. Brian is a registered representative with FINRA and has a strong background in securities and options trading. Brian is a Series 66 and Series 3 licensed professional and has passed the Series 4, Series 7, Series 9, Series 10, and Series 34 examinations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
1
2
IN
01/11/2021 - Present
Schwab Wealth Advisory, Inc. (Indianapolis IN)
IN
07/01/2013 - 09/21/2015
OPTIONSXPRESS, INC. (INDIANAPOLIS IN)
BOTH
Issued 03/12/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2015
Series 4 - Registered Options Principal Examination
BC
Issued 07/01/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/01/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2013
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 02/06/2013
Series 3 - National Commodity Futures Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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