Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Chernoff is a financial advisor who has been in the industry since 2007. Brian is currently registered with Commonwealth Financial Network, providing financial services to clients in various states. His past experience includes positions with Credit Suisse Securities (USA) LLC, First Citizens Investor Services, Inc., and Evertrade Direct Brokerage, Inc., demonstrating a broad background in financial services. Brian holds several industry designations including a Chartered Financial Analyst. Brian's areas of focus include financial planning, portfolio management, and pension consulting.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
08/08/2023 - Present
Commonwealth Financial Network (Raleigh NC)
NC
09/07/2021 - 01/05/2022
FIRST CITIZENS INVESTOR SERVICES, INC. (RALEIGH NC)
NY
04/03/2020 - 09/24/2021
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
MO
08/20/2012 - 04/13/2018
EVERTRADE DIRECT BROKERAGE, INC. (ST. LOUIS MO)
CO
01/09/2007 - 09/27/2010
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
BOTH
Issued 12/09/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2017
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/04/2013
Series 4 - Registered Options Principal Examination
BC
Issued 11/17/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/08/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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