Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Pingatore is a financial advisor currently associated with Buckingham Strategic Wealth, LLC. Brian has been in the industry since 2008 and has experience working with individuals, high-net-worth individuals, corporations, and charitable organizations. Brian is also affiliated with The Colony Group, LLC. He is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 9, 10, 63 and 66 licenses.
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.
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2
IN
09/19/2022 - Present
Buckingham Strategic Wealth, LLC (INDIANAPOLIS IN)
IN
04/20/2015 - 04/06/2017
TD AMERITRADE, INC. (INDIANAPOLIS IN)
FL
05/23/2008 - 04/17/2015
CHARLES SCHWAB & CO., INC. (NAPLES FL)
BOTH
Issued 06/19/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/17/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/06/2017
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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