Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Senatore is a financial advisor who has been in the industry since December 2010. Brian is currently registered with TIAA-CREF Individual & Institutional Services, LLC and has been with the firm since April 2013. Brian is a licensed representative in 25 states and is also registered as an Investment Advisor Representative in North Carolina. Brian holds the Series 7, Series 63, and Series 66 securities licenses, as well as the SIE license. Prior to joining TIAA-CREF, Brian worked at LPL Financial LLC and ADP Broker-Dealer, Inc. Brian specializes in providing financial planning services, portfolio management for individuals, and selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
NC
05/01/2013 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Durham NC)
NC
06/27/2012 - 04/15/2013
LPL FINANCIAL LLC (CHARLOTTE NC)
NJ
07/27/2010 - 07/18/2011
ADP BROKER-DEALER, INC. (ROSELAND NJ)
MO
04/10/2009 - 05/13/2009
WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)
BOTH
Issued 04/24/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Senatore is the right advisor for you? Invested Better is here to help.
