Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Parese is a financial advisor with over 7 years of experience in the industry. Brian is currently registered with Fnex Capital, LLC and holds a Series 63, Series 7, and SIE license. Brian has previously worked with firms such as F/M Distributors, LLC, Foreside Financial Services, LLC, Natixis Distribution, L.P., and Fidelity Investments Institutional Services Company, Inc. Brian has a diverse experience across various firms in the industry with extensive experience in various states.
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.
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.
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IN
06/06/2024 - Present
Fnex Capital, LLC (INDIANAPOLIS IN)
MA
06/05/2023 - 06/05/2024
F/M DISTRIBUTORS, LLC (BOSTON MA)
MA
07/08/2021 - 06/05/2023
FORESIDE FINANCIAL SERVICES, LLC (Boston MA)
MA
10/25/2017 - 05/25/2021
NATIXIS DISTRIBUTION, L.P. (BOSTON MA)
RI
07/26/2016 - 10/23/2017
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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