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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 Hartstein is a financial advisor with Bayntree Wealth Advisors, LLC. Brian has been in the financial industry for over 20 years and has a strong background in providing financial planning and investment management services to individuals and families. Brian is committed to helping clients achieve their financial goals. Brian has a Chartered Financial Consultant designation, is a Registered Representative, and holds the Series 63, Series 66 and Series 7 licenses. Brian has a strong background in working with high-net-worth individuals and has helped many clients achieve their financial goals. Brian is a dedicated professional and is committed to providing his clients with the highest level of service.
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.
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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AZ
07/05/2016 - Present
Bayntree Wealth Advisors, LLC (SCOTTSDALE AZ)
AZ
01/22/2009 - 07/01/2016
NATIONAL PLANNING CORPORATION (SCOTTSDALE AZ)
AZ
10/31/2005 - 01/26/2009
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
05/21/1996 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IL
11/07/1995 - 05/29/1996
OGILVIE SECURITY ADVISORS CORPORATION (CHICAGO IL)
GA
06/22/1994 - 10/20/1995
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 06/09/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2016
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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