Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Pitell is a financial advisor with over 24 years of experience in the financial services industry. Brian currently holds registrations with Lincoln Investment and Capital Analysts. Brian's previous experience includes positions at Cetera Advisor Networks, Park Avenue Securities, Natcity Investments, AXA Advisors, and The Equitable Life Assurance Society of the United States. Brian specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and charitable organizations.
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.
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
FL
02/01/2024 - Present
Lincoln Investment (PALM BEACH GARDENS FL)
PA
02/24/2021 - 02/02/2024
CETERA ADVISOR NETWORKS LLC (SEWICKLEY PA)
PA
02/03/2009 - 02/28/2021
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
PA
01/03/2005 - 02/02/2009
NATCITY INVESTMENTS, INC. (PITTSBURGH PA)
NY
08/18/1999 - 12/16/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/18/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 09/04/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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