Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Simonetti is a financial professional with over 20 years of experience in the industry. Brian is currently registered with Equitable Advisors, LLC and has been with the firm since February 2008. Prior to joining Equitable Advisors, LLC, Brian was registered with North Ridge Securities Corp. and NIA Securities, L.L.C. Brian is a Certified Public Accountant and has experience in both the financial services and accounting industries. Brian holds licenses in Colorado, Florida, Kansas, Nevada, New Jersey, New York, and South Carolina. Brian focuses on providing financial planning services 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.
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.
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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2
NY
10/24/2023 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
02/09/2006 - 02/27/2008
NORTH RIDGE SECURITIES CORP. (MELVILLE NY)
NY
03/21/2001 - 02/13/2006
NIA SECURITIES, L.L.C. (NEW YORK NY)
NJ
05/04/2000 - 03/21/2001
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
IA
Issued 11/17/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2010
Series 7 - General Securities Representative Examination
BC
Issued 05/03/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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