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Briant Sikorski

Stratos Wealth Partners
Investment Advisor

Contact Information:

101 Tranquil Sound Drive
Cary, NC 27519
United States
T: 919-650-1527
F: 866-929-4514
www.briantsikorski.com

Years in Business:

 

127

Clients I'm Seeking:

 

I am looking for clients who desire a professional, yet personal, approach to developing, implementing and monitoring their financial plan. My clients are typically business owners, single/widowed/divorced women and pre-retirees/retirees.

About My Business:

 

Briant Sikorski, Wealth Advisor for Stratos Partners is Series 7 and Series 63 securities-registered, is certified as an Accredited Asset Management Specialist and Chartered Retirement Plans Specialist and is licensed in life, disability and long-term care insurance. As a Wealth Advisor, Briant helps clients achieve their investment goals, including personal and business retirement planning, education savings, first- and second-home purchases, catastrophic risk management and estate planning/wealth management. He makes available to his clients unique and differentiated investment solutions that appeal to their individual interests and values. These include stocks, bonds and socially- and morally-responsible mutual funds and exchange-traded funds. Specialties: For individual investors, Briant specializes in retirement planning, business retirement plan (401k) rollover to IRAs and wealth management. For businesses, Briant specializes in executive compensation plans and the implementation and/or takeover of business retirement plans in the manufacturing, technology and health care industries. Briant entered the financial services industry after a twenty-year career in the venture capital, information technology, telecommunications and automotive manufacturing industries. Briant holds a Bachelor of Science degree from the University of Michigan and a Master of Business Administration degree from Oakland University. Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to the "Contact Info" section above. Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Briant is currently licensed to transact business in MI, NC, NJ, and TX.

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