Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Enterline is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with Robert W. Baird & Co. Inc. and has a Series 7, Series 63, and SIE licenses. Brian has also worked for other firms including Hefren-Tillotson, Inc., Mellon Financial Markets, LLC, Dreyfus Investment Services Company, LLC, Charles Schwab & Co., Inc., and L.C. Wegard & Co., Inc.. Brian offers a variety of financial services to individuals, families, businesses, and institutions. These services include financial planning, portfolio management, and investment advisory services.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
PA
10/21/2022 - Present
Robert W. Baird & Co. Inc. (Pittsburgh - Wexford PA)
PA
02/17/2004 - 10/21/2022
HEFREN-TILLOTSON, INC. (PITTSBURGH PA)
NY
07/23/2003 - 02/13/2004
MELLON FINANCIAL MARKETS, LLC (NEW YORK NY)
PA
07/06/1998 - 06/17/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
TX
04/30/1993 - 08/15/1996
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
04/09/1992 - 05/22/1992
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 04/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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