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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 Buonamici is a financial advisor with over 24 years of experience in the industry. Brian is currently registered with Fidelity Personal And Workplace Advisors in Orland Park, IL. Brian has a wide range of experience in the financial services industry, having worked at several firms prior to joining Fidelity Personal And Workplace Advisors. Brian is also licensed to provide investment advice in several states. Brian has a Series 63, 65 and 66 license and also passed the Series 7, 31 and SIE exams. Brian holds the following specializations: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Businesses, Selection of Other Advisers, Educational Seminars.
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.
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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2
IL
05/03/2024 - Present
Fidelity Personal AND Workplace Advisors (ORLAND PARK IL)
IL
04/28/2014 - 03/01/2024
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
IL
11/26/2013 - 04/07/2014
MUTUAL OF AMERICA SECURITIES CORPORATION (WESTCHESTER IL)
IL
11/25/2013 - 04/07/2014
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (WESTCHESTER IL)
IL
07/19/2002 - 02/20/2013
INLAND SECURITIES CORPORATION (OAK BROOK IL)
NM
08/15/2000 - 04/19/2001
TALBOT FINANCIAL SERVICES, INC. (ALBUQUERQUE NM)
IL
05/28/1998 - 08/16/2000
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
NY
05/08/1997 - 02/06/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 04/25/2024
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 05/07/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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