Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Cussimanio is a financial advisor at LPL Financial LLC, based in Lyndonville, Vermont. Brian has over 15 years of experience in the financial services industry, holding licenses in multiple states. Brian also holds a Series 7 and Series 66 licenses, as well as the SIE exam, signifying expertise in a variety of financial products and services. Prior to joining LPL Financial LLC, Brian was affiliated with Edward Jones and Equity Services, Inc. Brian specializes in offering financial planning, portfolio management, and consulting services for individuals and businesses. Brian is committed to providing personalized guidance and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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VT
11/01/2023 - Present
LPL Financial LLC (LYNDONVILLE VT)
MO
09/13/2021 - 03/04/2022
EDWARD JONES (ST. LOUIS MO)
VT
06/20/2014 - 11/12/2020
EQUITY SERVICES, INC. (EAST BURKE VT)
VT
08/19/2010 - 06/18/2014
QUEST CAPITAL STRATEGIES, INC. (ESSEX JUNCTION VT)
VT
06/01/2009 - 05/27/2010
MORGAN STANLEY SMITH BARNEY (BURLINGTON VT)
VT
08/29/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BURLINGTON VT)
VT
12/06/2004 - 09/04/2008
EDWARD JONES (SHELBURNE VT)
BOTH
Issued 02/13/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/03/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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