Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bryan? Claim Your ProfileBryan Lubitz is a financial advisor with Equitable Advisors, LLC, a registered investment advisor. He is a Series 7 and Series 63 licensed professional with a strong background in securities and investment services. Bryan has over 20 years of experience in the financial services industry, having previously worked with AEGIS CAPITAL CORP., NEWBRIDGE SECURITIES CORPORATION and TRIDENT PARTNERS LTD. Bryan's experience includes providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and institutions. Bryan Lubitz is committed to helping clients achieve their financial goals through personalized advice and strategies.
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.
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
NY
12/20/2022 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
08/31/2015 - 12/20/2022
AEGIS CAPITAL CORP. (MELVILLE NY)
NY
07/02/2012 - 09/22/2015
NEWBRIDGE SECURITIES CORPORATION (SYOSSET NY)
NY
07/05/2001 - 06/27/2012
TRIDENT PARTNERS LTD. (WOODBURY NY)
BC
Issued 07/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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