Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Schweitzer is a financial advisor with over 18 years of experience in the financial services industry. Brian is currently registered with Fidelity Personal And Workplace Advisors. Brian has a strong track record of success in helping clients achieve their financial goals. Brian has a wide range of experience and knowledge in providing financial advice to individuals, families, and businesses. Brian is committed to providing his clients with the highest level of personalized service.
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.
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.
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
PA
03/08/2022 - Present
Fidelity Personal AND Workplace Advisors (LIMERICK PA)
CA
08/21/2014 - 07/15/2020
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
11/03/2005 - 08/21/2017
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
PA
06/24/2003 - 10/20/2005
VANGUARD MARKETING CORPORATION (MALVERN PA)
CT
11/30/2001 - 11/18/2002
MANAGERS DISTRIBUTORS, INC. (STAMFORD CT)
NY
10/07/1996 - 10/28/1996
RAND INTERNATIONAL SECURITIES, L.L.C. (NEW YORK NY)
BOTH
Issued 02/28/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/08/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/22/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2014
Series 3 - National Commodity Futures Examination
BC
Issued 12/30/2005
Series 7 - General Securities Representative Examination
BC
Issued 11/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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