Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Sommers is a financial advisor with over 20 years of experience in the industry. Brian currently works with HBKS Wealth Advisors and Park Shore Partners LLC. Brian is a Chartered Financial Analyst and holds a Series 7 and Series 66 securities licenses. Brian specializes in providing financial planning, portfolio management, and pension consulting to individuals, businesses, and charitable organizations.
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.
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PA
06/16/2014 - Present
Hbks Wealth Advisors (Warrendale PA)
PA
09/11/2000 - 07/26/2001
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
BOTH
Issued 09/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/08/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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