Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Enrico? Claim Your ProfileEnrico Alfio Brex is a financial advisor in Sparta, NJ, and has been working in the industry since April 19, 2019. Enrico is currently registered with LPL Financial LLC and is also registered as an Investment Advisor Representative (IAR). Previously, Enrico was employed by SAGEPOINT FINANCIAL, INC., from 2019 to 2020. Enrico has a Series 63, Series 65 and Series 6TO, SIE licenses. Enrico also has a Non-Variable Insurance Agent license.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NJ
01/13/2020 - Present
LPL Financial LLC (SPARTA NJ)
NJ
04/20/2019 - 01/10/2020
SAGEPOINT FINANCIAL, INC. (SPARTA NJ)
IA
Issued 11/25/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/20/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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