Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Thomas Suto is a financial advisor with Charles Schwab & CO., Inc. Brian has been in the financial services industry since 2008 and has held previous roles at Morgan Keegan & Company, Inc. and Ameriprise Financial Services, Inc. Brian's areas of specialization include Portfolio Management for Individuals and Financial Planning. Brian holds the following licenses: Series 7, Series 9, and Series 66, and is registered with the following states: Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Puerto Rico, South Carolina, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, and Wisconsin.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
VA
01/04/2013 - Present
Charles Schwab & CO., Inc. (Reston VA)
TN
10/08/2007 - 06/16/2009
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
FL
09/15/2006 - 06/07/2007
AMERIPRISE FINANCIAL SERVICES, INC. (ORLANDO FL)
BOTH
Issued 09/29/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/11/2010
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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