Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Zeid is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brian has been in the financial services industry since 1999. Brian is registered with the Securities and Exchange Commission as a broker-dealer and investment advisor representative and has also held registrations in several states. Brian has worked for a number of prominent financial institutions, including Morgan Stanley and UBS Financial Services Inc.
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.
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.
Investment consulting services to institutional clients
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.
1
2
OH
08/18/2016 - Present
Wells Fargo Advisors Financial Network, LLC (BEACHWOOD OH)
OH
06/01/2009 - 08/25/2016
MORGAN STANLEY (PEPPER PIKE OH)
OH
05/23/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BEACHWOOD OH)
OH
09/01/2000 - 06/09/2008
UBS FINANCIAL SERVICES INC. (BEACHWOOD OH)
NY
03/26/1999 - 09/07/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/26/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/26/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 03/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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