Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Nathaniel Posner is a registered investment advisor representative at Assetmark, Inc. Brian has been in the industry since 2015. Brian is registered in New York. Brian has passed the Uniform Investment Adviser Law Examination. Brian's specializations include investment companies, financial planning, pension consulting, and portfolio management. Brian has a long history of working in the financial services industry, with previous roles at American Portfolios Financial Services Inc., AJK Financial Group, and GameStop. Brian is also a graduate of Baruch College.
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.
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.
Strategic management for diversified investment portfolios.
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
11/22/2024 - Present
Assetmark, Inc. (CONCORD CA)
Active
Inactive
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