Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Attard is a financial professional with over 17 years of experience in the financial services industry. Brian is currently registered with Charles Schwab & CO., Inc. in New Jersey and is also a Registered Investment Advisor in New Jersey. Brian has a strong background in financial planning and has earned the Certified Financial Planner designation. Brian has previously worked with TD Ameritrade, Inc., SCOTTRADE, INC. and Ameriprise Financial Services, 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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NJ
02/16/2022 - Present
Charles Schwab & CO., Inc. (Marlton NJ)
NJ
02/26/2018 - 07/29/2024
TD AMERITRADE, INC. (Marlton NJ)
NJ
10/27/2009 - 02/26/2018
SCOTTRADE, INC. (SEWELL NJ)
NJ
11/29/2006 - 10/19/2009
AMERIPRISE FINANCIAL SERVICES, INC. (VOORHEES NJ)
BOTH
Issued 3/15/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/28/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/23/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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