Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Ravenelle is a financial advisor with LPL Financial LLC. Brian is a Series 6 and Series 63 licensed representative and has been in the industry since 1998. Brian has worked with MML Investors Services, Inc., and New England Securities in the past. Brian provides financial planning, consulting, and other non-discretionary advisory services to his clients. Brian is a member of FINRA.
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.
Consulting and other non-discretionary advisory services
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.
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MA
09/07/2010 - Present
LPL Financial LLC (OXFORD MA)
MA
07/30/2007 - 09/21/2010
MML INVESTORS SERVICES, INC. (OXFORD MA)
MA
04/21/1998 - 07/19/2007
NEW ENGLAND SECURITIES (OXFORD MA)
BC
Issued 05/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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