Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kazanchy is an investment advisor representative with Corient. Brian is registered with the state of New Jersey and holds a Series 63 and 65 licenses. Brian has been in the securities industry since 2001 and is also a chartered financial analyst. Brian specializes in providing investment advice to individuals, corporations, charitable organizations, insurance companies, and pooled investment vehicles. Brian's clients can expect to receive comprehensive financial planning services, portfolio management, and investment advice. Brian is also involved in the real estate industry and owns two rental property businesses.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
NJ
11/21/2023 - Present
Corient (MORRISTOWN NJ)
BC
Issued 12/27/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/10/2001
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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