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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 Almeida is a financial advisor currently registered with LPL Financial LLC. Brian holds a Series 6, Series 7TO and Series 63 license as well as the SIE exam. Brian has prior experience working with Brighthouse Securities, LLC and MetLife Investors Distribution Company. Brian has worked in the industry since December 27, 2015. Brian's specializations include providing financial planning, portfolio management for businesses and individuals, educational seminars, as well as consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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
SC
11/27/2018 - Present
LPL Financial LLC (FORT MILL SC)
NC
03/06/2017 - 11/16/2018
BRIGHTHOUSE SECURITIES, LLC (Charlotte NC)
NC
12/18/2015 - 03/06/2017
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BC
Issued 01/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/09/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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