Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Marie Iannaccone is a financial advisor with Steward Partners Investment Advisory, LLC, registered with FINRA and licensed in New Jersey and Texas. Briana has been in the financial services industry since March 8, 2020. Briana holds the Series 7TO and Series 66 licenses. Briana is a Certified Financial Planner and is currently registered as an Investment Advisor Representative (IAR). Briana is a highly experienced advisor who has a deep understanding of the financial markets. Briana is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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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NY
08/21/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
NJ
03/09/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (PARAMUS NJ)
BOTH
Issued 07/22/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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