Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Mazgaj is a financial advisor at LPL Financial LLC, with over 20 years of experience in the financial services industry. Brian has a broad range of experience, having worked at firms such as BMO Harris Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Brian holds Series 3, 7, 63 and 65 licenses and the SIE exam. Brian specializes in providing a variety of services to individuals, families, businesses, and institutions. This includes financial planning, portfolio management, and investment consulting. Brian is dedicated to helping clients reach their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
03/26/2021 - Present
LPL Financial LLC (MARCO ISLAND FL)
FL
08/01/2012 - 03/24/2021
BMO HARRIS FINANCIAL ADVISORS, INC. (NAPLES FL)
FL
09/01/2010 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (NAPLES FL)
FL
11/15/2002 - 08/20/2010
WELLS FARGO ADVISORS, LLC (FORT MYERS FL)
NY
01/07/1999 - 11/08/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 02/19/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/20/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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