Unclaimed
Brian Yannaccone is an investment advisor representative at Empower Advisory Group, LLC. Brian has been in the financial services industry since 2013. Brian has experience working with a variety of clients, including high-net-worth individuals, corporations, and pension plans. Brian specializes in financial planning, portfolio management, and educational seminars. Brian holds the Series 6, Series 7, and Series 66 licenses. Brian is also a registered investment advisor in Colorado and Florida.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
FL
04/03/2023 - Present
Empower Advisory Group, LLC (Orlando FL)
CO
08/13/2015 - 12/15/2015
EDWARD JONES (DENVER CO)
OK
07/26/2013 - 07/08/2015
J.P. MORGAN SECURITIES LLC (TULSA OK)
BOTH
Issued 10/03/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/2023
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/26/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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