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Brian Thomas Lodestro

Prudential Investment Management Services LLC

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About Brian Thomas Lodestro

Brian Lodestro is an investment professional with over 20 years of experience in the financial services industry. Brian is currently registered with Prudential Investment Management Services LLC and has been with the firm since 2007. Brian has a broad range of experience in the industry, including previous roles at MetLife Securities Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and PaineWebber Incorporated. Brian holds Series 7, 63, 53 and SIE licenses. Brian is registered with the Securities and Exchange Commission (SEC) and is licensed to sell securities in 53 states.

Firm Information

Brian Lodestro is currently registered with Prudential Investment Management Services LLC. Prudential Investment Management Services LLC is a Limited Liability Company formed on October 9, 1996. It is registered in all 50 states, the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

315

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Brian Lodestro’s Registration & Firm History

NJ

11/19/2007 - Present

Prudential Investment Management Services LLC (NEWARK NJ)

MA

12/08/2005 - 08/25/2006

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

12/08/2005 - 08/25/2006

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

NJ

07/21/2000 - 12/31/2005

CITISTREET EQUITIES LLC (SOMERSET NJ)

NJ

06/12/1997 - 07/19/2000

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 01/05/2001

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2002

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/11/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Brian Thomas Lodestro. Review regulatory record here.
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