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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 David Siano is an investment advisor representative registered with Kestra Advisory Services, LLC. Brian is based in Austin, Texas and has been in the industry since April 1997. Brian has a broad range of experience in the financial services industry, having worked with several firms including MML Investors Services, LLC, The Investment Center, Inc., AXA Advisors, LLC, and Hartford Securities Distribution Company, Inc. Brian has a Series 7 and Series 63 license. He also holds a Series 65 license and has successfully completed the Securities Industry Essentials Examination. Brian specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.
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.
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.
1
2
TX
10/17/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
NY
08/07/2012 - 06/09/2014
MML INVESTORS SERVICES, LLC (NEW YORK NY)
NY
04/16/2010 - 07/11/2012
THE INVESTMENT CENTER, INC. (WHITE PLAINS NY)
CT
09/09/2009 - 04/22/2010
AXA ADVISORS, LLC (GREENWICH CT)
CT
02/29/2008 - 09/21/2009
HARTFORD SECURITIES DISTRIBUTION COMPANY, INC. (SIMSBURY CT)
MA
10/23/2006 - 02/29/2008
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
OH
06/02/2003 - 10/17/2006
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
DE
03/14/2001 - 04/22/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
MN
12/24/1996 - 01/18/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
12/24/1996 - 01/18/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 07/05/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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