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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 Stanton is a financial advisor with Commonwealth Financial Network. Brian has been in the industry since 2013 and is registered in 52 states. Brian specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Brian is located in Waltham, Massachusetts.
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.
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2
MA
03/08/2023 - Present
Commonwealth Financial Network (WALTHAM MA)
RI
03/09/2015 - 03/06/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LINCOLN RI)
RI
12/03/2012 - 05/06/2013
NATIONAL FINANCIAL SERVICES LLC (SMITHFIELD RI)
NH
05/19/2011 - 11/02/2012
FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)
MA
08/17/2010 - 09/30/2010
FIRST INVESTORS CORPORATION (WOBURN MA)
BC
Issued 03/20/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/08/2023
Series 4 - Registered Options Principal Examination
BC
Issued 11/15/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/18/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/08/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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