Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Tammaro is a financial advisor with Janney Montgomery Scott LLC, a firm with over 1,000 licensed agents and $1 billion - $10 billion in assets under management. Brian has been active in the financial services industry since 2018 and holds Series 7, 63, and 65 licenses. Brian has experience working with a variety of clients, including high-net-worth individuals, businesses, and retirement plans. Brian has a strong track record of providing personalized financial advice and building long-term relationships with clients.
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.
Fee plus commission
1
2
OH
12/18/2024 - Present
Janney Montgomery Scott LLC (Independence OH)
OH
07/02/2019 - 10/06/2023
KEY INVESTMENT SERVICES LLC (AVON OH)
OH
06/20/2018 - 06/14/2019
PNC INVESTMENTS (CLEVELAND OH)
IA
Issued 06/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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