Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Esposito is a financial professional with over 30 years of experience in the industry. Brian is currently registered with Charles Schwab & Co., Inc. Brian has been associated with Charles Schwab & Co., Inc. since March 1993. Previously, Brian was associated with Lehman Brothers Inc. Brian has a strong background in financial services and has held a variety of roles throughout his career. Brian is committed to providing his clients with personalized financial advice and guidance. Brian holds licenses in multiple states and has specialized expertise in financial planning and advisory services.
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
1
2
FL
01/04/2019 - Present
Charles Schwab & CO., Inc. (Palm Beach Gardens FL)
NY
02/19/1993 - 04/21/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 05/26/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/09/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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