Unclaimed
Bryant Abramowitz is a financial advisor registered with Capital Investment Advisors, LLC. Bryant has been in the industry since 2010 and has been registered with Capital Investment Advisors, LLC since October 2018. Bryant is registered in both Florida and Texas. Previously, Bryant has worked for Quasar Distributors, LLC, Charles Schwab & Co., Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Bryant holds the Series 7, Series 63, and Series 66 licenses. Bryant has a total of 2 state exams and 2 product exams. Bryant's firm has over 5 billion dollars under management.
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.
Percentage of plan assets
1
2
FL
06/05/2020 - Present
Capital Investment Advisors, LLC (Tampa FL)
ME
09/06/2017 - 10/05/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NC
05/25/2016 - 08/18/2017
CHARLES SCHWAB & CO., INC. (Huntersville NC)
FL
11/23/2013 - 04/18/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
FL
12/16/2010 - 03/21/2013
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
BOTH
Issued 11/17/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2010
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Bryant Abramowitz is the right advisor for you? Invested Better is here to help.