Unclaimed
Brian Paul Quaranta is an investment advisor representative registered with Foundations Investment Advisors LLC. Brian has been working in the securities industry since July 2000. Brian has been affiliated with Foundations Investment Advisors LLC since September 2019. Prior to that, Brian worked for Secure Money Advisors, a firm that specializes in retirement planning. Brian is a Series 6 and 63 licensed representative and has passed the Series 65 exam. Brian specializes in providing financial planning, education seminars, and portfolio management services for individuals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
09/19/2019 - Present
Foundations Investment Advisors LLC (ZELIENOPLE PA)
PA
05/27/2010 - 05/13/2011
STALWART CAPITAL, LLC (ZELIENOPLE PA)
PA
06/10/2005 - 04/15/2008
ING FINANCIAL PARTNERS, INC. (ZELIENOPLE PA)
NJ
04/29/2005 - 07/15/2005
ESSEX SECURITIES LLC (JERSEY CITY NJ)
AZ
01/16/2003 - 04/29/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
AZ
07/20/2000 - 01/21/2003
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 06/18/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/19/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Brian Quaranta is the right advisor for you? Invested Better is here to help.