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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 Vincent Onofrio is a financial advisor with over 30 years of experience in the industry. Brian is currently registered with LPL Financial LLC and is located in Branford, CT. Brian is active in both the Broker-Dealer and Investment Advisor space. Brian's experience includes working with individuals, corporations, and charitable organizations. Brian offers a variety of financial planning services, including retirement planning, college savings, and estate planning. Brian is also a certified public accountant (CPA) and can help clients with their tax planning needs.
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.
Consulting and other non-discretionary advisory services
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.
1
2
CT
06/12/2024 - Present
LPL Financial LLC (BRANFORD CT)
CT
10/19/1995 - 06/21/2024
OSAIC FS, INC. (BRANFORD CT)
PA
02/24/1992 - 10/19/1995
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NA
10/06/1983 - 03/25/1986
GREENWICH EQUITIES, INC.
IA
Issued 09/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 05/28/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 08/16/1983
Series 39 - Direct Participation Programs Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2000
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/16/1983
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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