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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 Gedonius is a financial advisor with over 16 years of experience in the financial services industry. Brian is a Certified Financial Planner and is currently registered as a Registered Investment Advisor with Highpoint Planning Partners. Prior to joining Highpoint Planning Partners, Brian worked at Morgan Stanley and Citigroup Global Markets Inc. Brian's experience includes providing financial planning, portfolio management, and investment advice to a variety of clients, including high-net-worth individuals, families, businesses, and charitable organizations. Brian is committed to providing his clients with personalized and comprehensive financial 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.
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.
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
IL
12/08/2021 - Present
Highpoint Planning Partners (CHICAGO IL)
IL
06/01/2009 - 12/17/2014
MORGAN STANLEY (CHICAGO IL)
IL
05/20/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IA
Issued 06/09/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/02/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
BC
Issued 02/29/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
F
FINRA
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