Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Andrew Stilwell is an investment advisor representative with Wells Fargo Advisors Financial Network, LLC. Brian has been in the industry since 1992 and has been registered with Wells Fargo Advisors Financial Network, LLC since 2024. Brian's previous employers include Wells Fargo Investments, LLC, Chase Investment Services Corp, WAMU Investments, Inc., Great Western Financial Securities Corporation, Equico Securities, Inc., and The Equitable Life Assurance Society of the United States.
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
CA
10/31/2024 - Present
Wells Fargo Advisors Financial Network, LLC (THOUSAND OAKS CA)
CA
07/08/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (WESTLAKE VILLAGE CA)
CA
05/02/2009 - 07/02/2009
CHASE INVESTMENT SERVICES CORP. (AGOURA HILLS CA)
CA
05/01/1998 - 05/02/2009
WAMU INVESTMENTS, INC. (WESTLAKE VILLAGE CA)
CA
04/27/1993 - 05/01/1998
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NY
09/14/1992 - 04/12/1993
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
09/14/1992 - 04/12/1993
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/1995
Series 7 - General Securities Representative Examination
BC
Issued 09/10/1992
Series 6 - Investment Company Products/Variable Contracts 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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