Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lovit is a registered representative with Charles Schwab & Co., Inc. Brian has over 25 years of experience in the financial services industry and holds a Series 66, Series 63, Series 24, Series 57TO, SIE, Series 55, and Series 7 licenses. Previously, Brian was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Keefe, Bruyette & Woods, Inc., Wachovia Capital Markets, LLC, J.P. Morgan Securities Inc., Morgan Stanley & Co., Incorporated, Banc of America Securities LLC, CIBC World Markets Corp., Forum Capital Markets LLC, and Parallax Group, Inc.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NJ
05/17/2018 - Present
Charles Schwab & CO., Inc. (Jersey City NJ)
NJ
03/27/2014 - 05/15/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROSELAND NJ)
NY
06/03/2009 - 04/18/2012
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
05/23/2008 - 03/25/2009
WACHOVIA CAPITAL MARKETS, LLC (NEW YORK NY)
NY
02/15/2006 - 10/24/2007
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
04/03/2000 - 02/17/2006
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
01/25/2000 - 03/27/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/27/1998 - 01/14/2000
CIBC WORLD MARKETS CORP. (NEW YORK NY)
CT
10/04/1995 - 08/11/1998
FORUM CAPITAL MARKETS LLC (OLD GREENWICH CT)
MA
04/07/1994 - 08/30/1995
PARALLAX GROUP, INC. (CAMBRIDGE MA)
BOTH
Issued 04/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/10/2024
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 03/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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