Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian S. Tveter is a registered representative of Charles Schwab & Co., Inc. and has been in the securities industry since April 23, 1996. Brian has experience with a variety of firms, including The Dreyfus Service Corporation, MetLife Securities Inc., and Metropolitan Life Insurance Company. Brian's current firm is Charles Schwab & Co., Inc. and they have a number of branch office locations. In addition to being a registered representative, Brian is also an investment advisor representative. Brian is registered in several states and has passed various industry exams, including the Series 6, Series 7, Series 9, Series 10, Series 63, and Series 65 exams. Brian's specializations are in financial planning and portfolio management.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
NY
04/22/2021 - Present
Charles Schwab & CO., Inc. (Huntington Station NY)
NY
10/24/1996 - 10/13/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MA
11/29/1995 - 07/01/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/29/1995 - 07/01/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 09/29/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1997
Series 7 - General Securities Representative Examination
BC
Issued 11/28/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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