Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Olenick is a financial professional with over 15 years of experience in the industry. Brian is currently a registered representative with Hornor, Townsend & Kent, LLC, a firm with over 400 advisors and over $6 billion in assets under management. Prior to that, Brian worked with Lincoln Financial Distributors, Inc., Phoenix Equity Planning Corporation, and Phoenix Equity Planning Corporation. Brian holds the Series 7, Series 24, and Series 63 licenses and has a broad range of specializations including financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
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.
Trail commissions, distribution assistance fees
1
2
NJ
06/15/2017 - Present
Hornor, Townsend & Kent, LLC (GLEN ROCK NJ)
PA
09/28/2010 - 05/15/2017
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
PA
02/04/2009 - 09/08/2010
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
PA
01/17/2007 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (BLUE BELL PA)
BC
Issued 01/25/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/27/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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