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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 John Forneris is an Investment Advisor Representative at Marcum Wealth, LLC. Brian has been in the financial industry for over 20 years. Brian has a Series 6, Series 7, Series 63, and Series 65 licenses. Brian has previously worked for firms such as Securian Financial Services, Inc., Stancorp Equities, Inc., Princor Financial Services Corporation, VALIC Financial Advisors, Inc., Banc One Securities Corporation, and Country Capital Management Company. Brian specializes in working with High-Net-Worth Individuals, Individuals Other Than High-Net-Worth, Corporations or Other Businesses, Pension and Profit-Sharing Plans, and Charitable Organizations. Brian is a Partner at Echo Holdings, LLC. Brian is a Registered Investment Advisor in Ohio.
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.
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
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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2
OH
10/26/2023 - Present
Marcum Wealth, LLC (CLEVELAND OH)
MN
02/13/2019 - 03/17/2022
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
OH
07/30/2013 - 02/07/2019
STANCORP EQUITIES, INC. (INDEPENDENCE OH)
OH
01/04/2006 - 06/14/2013
PRINCOR FINANCIAL SERVICES CORPORATION (CLEVELAND OH)
TX
02/24/2004 - 12/08/2005
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
IL
09/10/2003 - 02/04/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
IL
08/12/2002 - 08/19/2003
COUNTRY CAPITAL MANAGEMENT COMPANY (BLOOMINGTON IL)
IA
Issued 12/16/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2003
Series 7 - General Securities Representative Examination
BC
Issued 08/09/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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