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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 Michael Pilon is a financial advisor with Prosperity Wealth Management, Inc., a Registered Investment Advisor (RIA) with offices in San Ramon, CA and Pipersville, PA. Brian Michael Pilon is a financial advisor with over 40 years of experience in the financial services industry. Brian Michael Pilon holds the Series 1, 3, 7, 8, 15, 26, and 63 licenses and is registered to provide investment advice in several states, including Pennsylvania, where he holds both Broker-Dealer and Investment Advisor licenses. Brian Michael Pilon is dedicated to providing his clients with personalized financial advice and guidance.
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.
1
2
PA
01/03/2020 - Present
Prosperity Wealth Management, Inc. (Pipersville PA)
PA
11/14/2003 - 03/25/2004
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
01/12/2001 - 11/14/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/12/2001 - 11/14/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
07/15/1992 - 11/30/2000
PIONEER FUNDS DISTRIBUTOR, INC. (BOSTON MA)
NY
08/22/1983 - 05/28/1991
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
07/25/1979 - 10/11/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
08/07/1972 - 01/29/1974
MULTIVEST INC
NA
11/17/1970 - 09/30/1972
WILLIAM JENNINGS & CO., INC.
BC
Issued 06/14/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/24/1984
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1990
Series 3 - National Commodity Futures Examination
BC
Issued 04/04/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 07/21/1979
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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