Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Matthew Sabo is a financial advisor with over 20 years of experience in the industry. Brian is a Certified Financial Planner™ and has a strong background in investment management and financial planning. Brian is currently registered with Verdence Capital Advisors, LLC. Prior to that, Brian was employed by Purshe Kaplan Sterling Investments, Hightower Securities, LLC, Wells Fargo Advisors, LLC, First Union Brokerage Services, Inc., MONY Securities Corp., MetLife Securities Inc., and Metropolitan Life Insurance Company. Brian is committed to providing personalized financial advice to individuals, families, and businesses. He specializes in retirement planning, investment management, and estate planning. Brian is a highly motivated and results-oriented professional with a strong commitment to client satisfaction.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting
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
MD
06/26/2017 - Present
Verdence Capital Advisors, LLC (HUNT VALLEY MD)
MD
07/07/2017 - 04/30/2020
PURSHE KAPLAN STERLING INVESTMENTS (Hunt Valley MD)
MD
04/25/2014 - 06/30/2017
HIGHTOWER SECURITIES, LLC (HUNT VALLEY MD)
MD
10/01/2000 - 04/28/2014
WELLS FARGO ADVISORS, LLC (TIMONIUM MD)
NC
05/12/1998 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NY
03/26/1996 - 04/17/1998
MONY SECURITIES CORP. (NEW YORK NY)
MA
12/14/1995 - 02/22/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/14/1995 - 02/22/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/06/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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