Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Spinelli is a financial advisor registered with Halbert Hargrove and has been in the industry since 2006. Brian holds Series 6, 7, and 66 licenses and specializes in working with individuals, families, and charitable organizations. Brian also has experience in providing investment consulting services.
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.
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.
Investment 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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CA
05/07/2024 - Present
Halbert Hargrove (LONG BEACH CA)
CA
06/20/2006 - 12/31/2010
HALBERT, HARGROVE & CO. (LONG BEACH CA)
BOTH
Issued 09/01/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 06/19/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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