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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 Vassalluzzo is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Wells Fargo Clearing Services, LLC in Pennsylvania and Texas. He is a registered representative and investment advisor representative. Brian is a Series 65 and 63 license holder. Brian holds licenses in multiple states and has passed the SIE, Series 31, and Series 7 exams. Brian has experience with Wells Fargo Advisors, LLC, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp, and Morgan Stanley DW Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
PA
10/24/2023 - Present
Wells Fargo Clearing Services, LLC (RADNOR PA)
PA
01/01/2004 - 01/24/2011
PNC INVESTMENTS (AMBLER PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
11/16/2001 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
03/21/2001 - 10/26/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 03/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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