Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Andreoni is a financial advisor with Apollon Wealth Management, LLC. Briana has been in the industry since 2006. Briana holds the Series 66, Series 7 and SIE securities licenses and is registered in Maine. Briana has worked at UBS Financial Services Inc., Purshe Kaplan Sterling Investments and Apollon Wealth Management, LLC.
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.
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
ME
08/26/2021 - Present
Apollon Wealth Management, LLC (ROCKLAND ME)
ME
05/22/2006 - 09/07/2021
UBS FINANCIAL SERVICES INC. (PORTLAND ME)
BOTH
Issued 07/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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