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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 Rosso is an investment advisor representative at Elevate Wealth Advisory, Inc. in Athens, GA. Brian has been in the industry since 2014. Brian is a Chartered Financial Analyst. Brian holds a Series 65 license. Brian is registered with the state of Georgia and is also actively registered with the Investment Advisor Association (IAA). Brian specializes in portfolio management for individuals and financial planning. Brian's firm has a focus on charitable organizations, high net worth individuals, and pension and profit-sharing plans.
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.
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.
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GA
06/14/2023 - Present
Elevate Wealth Advisory, Inc. (ATHENS GA)
IA
Issued 02/02/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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