Brian is diligent while working with clients and strives to support Imperity’s advisors in creating a seamless financial planning process designed for clients who are juggling a lot on an everyday basis. He gathers client information used by their advisors to help determine the best possible plan of action when it comes to reaching their financial goals. Brian adapts to the always changing environ
ment and supports the Imperity team in implementing new techniques and principles to be more effective. Brian’s core work values are organization, putting in extra time and effort whenever the opportunity presents itself, teamwork, and versatility. Brian holds his FINRA Series 7, 66 securities registrations through Commonwealth Financial Network® and Life, Accident, Health & Variable Annuity Licenses. Brian’s interests include sports, being outdoors, and watching comedies. He loves baseball, hockey, and football. Brian enjoys hiking, visiting national parks, skiing, gardening, and landscaping. Securities and advisory services offered through Commonwealth Financial Network®, member https://www.FINRA.org / https://www.SIPC.org, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Additional advisory services offered through Imperity Wealth Alliance, LLC, a Registered Investment Adviser, are separate and unrelated to Commonwealth. The Financial Advisor(s) associated with this profile may only discuss or transact business with residents of states in which they are properly registered. Please check FINRA’s Broker Check for a list of current registrations. Review our Terms of Use: https://www.commonwealth.com/termsofuse.html. Imperity Advisors, LLC, 445 Broadhollow Road, Suite 203, Melville, NY 11747, (800) 203-2702