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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 Bono is an investment advisor representative with SEI Investments Management Corp. Brian has been in the financial services industry for over 20 years, and has a strong background in both investments and financial planning. Brian holds the Series 6, 7, and 63 licenses, and is a Chartered Financial Analyst. Prior to joining SEI Investments Management Corp., Brian worked at Park Avenue Securities LLC, Brinker Capital Securities, Inc., SEI Investments Distribution Co., EQ Financial Consultants, Inc. and The Equitable Life Assurance Society of the United States. Brian is registered in Pennsylvania and specializes in providing investment advice to individuals, families, 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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
06/19/2012 - Present
SEI Investments Management Corp. (OAKS PA)
PA
01/14/2010 - 06/28/2012
PARK AVENUE SECURITIES LLC (BETHLEHEM PA)
PA
04/23/2001 - 09/22/2009
BRINKER CAPITAL SECURITIES, INC. (BERWYN PA)
PA
10/07/1999 - 01/12/2001
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
NY
06/14/1999 - 08/30/1999
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/14/1999 - 08/30/1999
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 06/18/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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