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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Paluso is a financial advisor at LPL Financial LLC, a firm with more than $50 billion in assets under management. Brian Paluso has been in the financial services industry for over 25 years. Brian Paluso is a Certified Financial Planner. Brian Paluso has a Series 7, Series 24, Series 63, and Series 66 licenses and has a broad range of experience in the financial services industry. Brian Paluso provides financial planning, portfolio management, and other 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.
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.
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2
PA
11/01/2021 - Present
LPL Financial LLC (BRIDGEVILLE PA)
PA
07/08/2019 - 11/12/2021
FSC SECURITIES CORPORATION (BRIDGEVILLE PA)
PA
03/07/2017 - 06/06/2019
CHARTWELL TSC SECURITIES CORP. (Pittsburgh PA)
TX
04/28/2008 - 07/05/2016
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
PA
06/29/1998 - 04/28/2008
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
MN
02/12/1997 - 06/08/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/12/1997 - 06/08/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 02/07/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/06/2018
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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