Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Liptak is a financial advisor at LPL Financial LLC. Brian has been in the industry since 1996 and has a strong background in providing financial planning and investment management services. Brian is a Certified Financial Planner and holds both Series 7 and Series 63 licenses. Brian has worked with a variety of clients, including individuals, families, businesses, and retirement plans. He is committed to providing personalized financial advice 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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2
PA
10/04/2017 - Present
LPL Financial LLC (CRANBERRY TOWNSHIP PA)
PA
12/11/2013 - 10/04/2017
CETERA INVESTMENT SERVICES LLC (CRANBERRY TOWNSHIP PA)
PA
10/14/2008 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (CRANBERRY TOWNSHIP PA)
PA
12/14/2004 - 10/15/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CRANBERRY TOWNSHIP PA)
PA
06/10/1999 - 12/31/2004
ALLEGHENY INVESTMENTS, LTD. (PITTSBURGH PA)
PA
02/02/1998 - 06/14/1999
BEACONSFIELD FINANCIAL SERVICES, INC. (CANONSBURG PA)
AZ
11/15/1996 - 01/21/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
CA
05/22/1996 - 10/31/1996
ROUND HILL SECURITIES, INC. (ALAMO CA)
BC
Issued 06/06/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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