Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Briana? Claim Your ProfileBriana Olivia D'esposito is an investment advisor representative with Rossby Financial, LLC. Briana Olivia D'esposito has been in the industry since May 2021. Briana Olivia D'esposito is licensed to sell securities in California and Florida. Briana Olivia D'esposito holds the Series 63, Series 66, Series 7 and SIE exams. Briana Olivia D'esposito specializes in investment advisory services, financial planning, and pension consulting. Briana Olivia D'esposito also offers family office services and portfolio management services for individuals and businesses. Prior to joining Rossby Financial, LLC, Briana Olivia D'esposito was employed at Northwestern Mutual Investment Services, 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
A percentage of the total value of assets under management is charged.
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2
FL
01/11/2024 - Present
Rossby Financial, LLC (MELBOURNE FL)
CA
05/06/2021 - 01/10/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CARLSBAD CA)
BOTH
Issued 12/21/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/23/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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