Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Pavelko is a registered representative with Ni Advisors. Brian has been in the financial industry since 2014 and holds the Series 7 and Series 63 licenses as well as the SIE exam. Brian is located in Milpitas, California. Brian specializes in providing financial planning services for individuals, selection of other advisers, and portfolio management for individuals.
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.
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.
Share fees with third party asset managers
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2
CA
03/13/2022 - Present
NI Advisors (MILPITAS CA)
NY
09/20/2018 - 03/03/2022
SW FINANCIAL (MELVILLE NY)
NY
02/07/2018 - 04/17/2018
DEMOCRACY FUNDING LLC (New York NY)
NY
06/07/2014 - 08/01/2016
COASTAL EQUITIES, INC. (New York NY)
BC
Issued 06/30/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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