Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zardavets is a financial advisor with over 25 years of experience in the industry. Brian is currently registered with LPL Enterprise, LLC, and holds Series 7, Series 31, Series 63, and Series 65 licenses. Brian offers a range of financial services, including portfolio management for individuals and businesses, financial planning, educational seminars, and consulting services. Brian is passionate about helping his clients achieve their financial goals. Brian has a proven track record of success in the financial services industry, and is committed to providing his clients with personalized, comprehensive, and ethical advice.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/01/2025 - Present
LPL Enterprise, LLC (JACKSONVILLE FL)
FL
02/01/2019 - 12/31/2019
PROEQUITIES, INC. (PONTE VEDRA FL)
FL
12/22/2009 - 02/06/2019
QUESTAR CAPITAL CORPORATION (PONTE VEDRA FL)
PA
04/04/2006 - 10/19/2009
UVEST FINANCIAL SERVICES GROUP, INC. (WAYNE PA)
MO
10/01/2000 - 03/31/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
02/16/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
07/06/1998 - 01/28/2000
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
09/16/1996 - 05/13/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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