Briana Iannaccone is a CFP-designated registered investment advisor, based in Paramus, NJ, with 6 years of industry experience. Briana is also registered as a broker, so some compensation may come from commissions on products sold.
Location
115 West Century Road, Suite 145, Paramus, NJ, 07652
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 5 mos
Steward Partners Investment Advisory, LLC
July 2020 - Present · 6 yrs 3 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
July 2020 - January 2021 · 6 mos
Raymond James Financial Services, INC.Broker
March 2020 - May 2022 · 2 yrs 2 mos
State Registrations22 states
CACTDEFLGAILMAMDMENCNHNJNMNYOHORPASCTXVAVTWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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