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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Suraf is a financial advisor with Avantax Advisory Services, based in Malone, New York. Brian has been in the financial industry since 2012 and has extensive experience in various areas of financial services, including investment advisory services, insurance, and banking. Brian's expertise allows him to provide comprehensive financial solutions to a wide range of clients. Brian is committed to helping clients achieve their financial goals and can provide guidance on a variety of financial planning needs.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
NY
01/10/2022 - Present
Avantax Advisory Services (Malone NY)
NY
01/25/2018 - 06/25/2018
ALLSTATE FINANCIAL SERVICES, LLC (POTSDAM NY)
NY
08/10/2015 - 12/12/2017
KEY INVESTMENT SERVICES LLC (POTSDAM NY)
NY
09/17/2012 - 08/11/2015
LPL FINANCIAL LLC (MALONE NY)
MO
03/29/2012 - 05/09/2012
EDWARD JONES (ST. LOUIS MO)
IA
Issued 01/08/2022
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/14/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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