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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 Szytel is an investment advisor representative with Hightower Advisors, LLC. Brian has been in the industry since October 2002 and has a diverse background in finance. Brian's experience includes roles at Morgan Stanley, Morgan Stanley & Co. Incorporated, Citigroup Global Markets Inc., Citicorp Investment Services, and UBS Financial Services Inc. Brian holds the Series 7, Series 31, and Series 66 licenses and has a strong understanding of the financial markets. Brian is committed to providing clients with personalized financial advice and strategies that meet their individual needs. Brian also serves as the President of BTS Properties, LLC, a real estate company based in Aliso Viejo, California.
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.
Treasury management for corporate clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
IL
09/09/2024 - Present
Hightower Advisors, LLC (CHICAGO IL)
CA
06/01/2009 - 04/15/2015
MORGAN STANLEY (NEWPORT BEACH CA)
CA
12/05/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NEWPORT BEACH CA)
CA
05/29/2007 - 12/17/2008
CITIGROUP GLOBAL MARKETS INC. (NEWPORT BEACH CA)
CA
08/08/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (CORONA DEL MAR CA)
NJ
10/07/2002 - 08/18/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 09/27/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 09/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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