Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Michael Zito is a financial advisor who has been working in the financial industry since 2004. Brian is currently registered with NFP Retirement Inc. in Charlotte, North Carolina. Previously, Brian worked with MGI Funds Distributors, LLC, MMC Securities LLC, CAPFINANCIAL SECURITIES, LLC., and Wells Fargo Advisors, LLC. Brian is a Certified Financial Planner and holds Series 7, 63, and 65 licenses. Brian specializes in providing financial planning, pension consulting, portfolio management, and other advisory services to individuals, families, and businesses. Brian also provides research reports on 401(k) plans and diligence on investment lineups.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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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2
NC
08/08/2024 - Present
NFP Retirement Inc. (Charlotte NC)
NC
01/07/2020 - 08/02/2024
MGI FUNDS DISTRIBUTORS, LLC (Charlotte NC)
NC
05/03/2016 - 12/31/2019
MMC SECURITIES LLC (CHARLOTTE NC)
NC
10/21/2009 - 01/12/2016
CAPFINANCIAL SECURITIES, LLC. (CHARLOTTE NC)
NC
05/25/2004 - 10/16/2009
WELLS FARGO ADVISORS, LLC (CHARLOTTE NC)
IA
Issued 10/03/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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