Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Antenucci is a financial advisor with Bartlett & Co. Wealth Management LLC in Cincinnati, Ohio. Brian has been in the industry since 2005, previously working with LPL Financial Corporation and Wayne Hummer Investments L.L.C. Brian has a strong track record of providing financial planning and wealth management services to a wide range of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals. Brian specializes in providing credit and cash management solutions, insurance solutions, and portfolio management for businesses and individuals. Brian is a Chartered Financial Analyst (CFA).
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.
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.
Credit and cash management solutions; insurance solutions
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
OH
04/13/2018 - Present
Bartlett & Co. Wealth Management LLC (Cincinatti OH)
IL
01/07/2009 - 03/10/2010
LPL FINANCIAL CORPORATION (CHICAGO IL)
IL
04/22/2005 - 09/12/2008
WAYNE HUMMER INVESTMENTS L.L.C. (CHICAGO IL)
BOTH
Issued 12/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/18/2005
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Antenucci is the right advisor for you? Invested Better is here to help.
