Brian Laux

Senior Wealth Management Consultant

Brian Laux is a high-level professional, who works in Rosso Financial Group Sea Girt Nj on the position of Senior Wealth Management Consultant since 2018. Brian Laux has earned professional experience in more than seven positions at various companies. Brian Laux went to the Monmouth University and got education from 2004 to 2012. This person has the following qualifications: Finra Series 7, 24, 63, 66. Middletown, New Jersey is the city, where this professional was known to live. This professional's contacts can be accessed through this website by request.
Name variants:
Bryan Laux, Bryant Laux
Last updated Jul 05, 2024

Contact Information

Last Update
Jul 10, 2022
Email
bl**@vcm.com, bl**@game7sports.com
Location
Middletown, NJ
Company
Rosso Financial Group Sea Girt Nj

Workplace

Senior Wealth Management Consultant

Work History

Senior Wealth Management Consultant

from Dec 2018

Senior Regional Sales Director

15935 La Cantera Pkwy, San Antonio, TX 78256
Mar 2017 — Jun 2018

Etf Specialist

Senior Regional VP working with Advisors in NYC, Long Island, New Jersey and Eastern Pennsylvania to implement ETF products and strategies in portfolio construction.
Jun 2009 — Mar 2017

National Account Manager

1301 2Nd Avenue Ext FLOOR 18, Seattle, WA 98104
Jan 2004 — May 2009

Regional Director

1997 — 2001

Director - Mutual Funds and Unit Trusts

1991 — 1997

Financial Advisor

New York, NY
1985 — 1986

Education

2004 — 2012
1981 — 1985

Occupations

Management Consultant
Accountant
Finance and Accounting Specialist
Executive
Sales Director
Management Analyst
Analysts
Accounting Bookkeeper
Bookkeeper
Sales Manager

Skills

Mutual Funds
Portfolio Management
Series 7
Asset Allocation
Series 63
Equities
Wealth Management
Investment Management
Retirement Planning
Alternative Investments
Investment Strategies
Series 65
Asset Management
Series 24
Investments
Investment Advisory
Securities
Separately Managed Accounts
Asset Managment
Financial Advisory
Fixed Income
Financial Services
Financial Planning
Etfs
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