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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 Furleiter is a financial advisor with Clarfeld Financial Advisors, LLC in Tarrytown, New York. Brian is also a Certified Financial Planner. Brian has a broad range of experience, having previously worked at AXA Advisors, LLC in New York, New York. Brian is registered with the state of New York as an Investment Advisor Representative and is licensed to sell securities in the state of New York. Brian also holds the Series 7, Series 63 and Series 65 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.
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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NY
04/28/2021 - Present
Clarfeld (TARRYTOWN NY)
NY
02/18/2015 - 01/13/2017
AXA ADVISORS, LLC (NEW YORK NY)
IA
Issued 09/16/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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