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 financial professional with over 25 years of experience in the industry. Brian is currently registered with Charles Schwab & Co., Inc. and is licensed in California and New Jersey. Brian has previously held positions at 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. Brian's experience includes serving as a financial advisor, providing investment advice, and managing client accounts. Brian is a dedicated financial professional who is committed to helping clients achieve their financial goals.
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
1
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 4/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/17/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 7/10/2024
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 3/8/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Brian Lovit is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
