Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Addison Stahler is a financial advisor with over 25 years of experience in the financial services industry. Brian has a broad range of experience working with clients on their financial planning and investment needs. Brian is registered with Wells Fargo Clearing Services, LLC and is also registered with the following states: Alabama, Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Idaho, Illinois, Kansas, Kentucky, Massachusetts, Mississippi, Montana, New Jersey, New York, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia, Washington, West Virginia, and Wyoming.
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.
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2
TX
05/31/2013 - Present
Wells Fargo Clearing Services, LLC (WICHITA FALLS TX)
TX
06/01/2009 - 06/26/2013
MORGAN STANLEY (WICHITA FALLS TX)
TX
02/13/2009 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (WICHITA FALLS TX)
TX
04/17/2003 - 02/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WICHITA FALLS TX)
MO
02/20/1996 - 04/23/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 08/27/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/29/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/29/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/01/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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