Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Greco is a financial advisor with over 6 years of experience in the financial services industry. Brian is a Certified Financial Planner™ professional and holds the Series 6, 7, 63, and 65 licenses. Brian is currently registered with Accurate Wealth Management, LLC and has previously been registered with International Assets Advisory, LLC and Raymond James & Associates, Inc. Brian provides financial planning, investment advice, and portfolio management services to individuals and families. Brian is committed to helping clients achieve their financial goals through a personalized approach to financial planning.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
FL
02/02/2023 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
FL
07/16/2019 - 05/24/2021
INTERNATIONAL ASSETS ADVISORY, LLC (WESLEY CHAPEL FL)
FL
12/19/2018 - 05/30/2019
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
BC
Issued 09/16/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/17/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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