Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bash is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Brian has been in the industry since June 14, 2017, and has held registrations in 36 states and three jurisdictions. Brian has a Series 7, Series 66 and SIE. Brian works out of the Oak Brook, Illinois office and is also licensed to sell securities in Tennessee. In addition to Brian's current role, Brian was previously a financial advisor with Wells Fargo Clearing Services, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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
IL
06/17/2019 - Present
Wells Fargo Advisors Financial Network, LLC (OAK BROOK IL)
IL
12/14/2018 - 06/17/2019
WELLS FARGO CLEARING SERVICES, LLC (OAK BROOK IL)
IL
06/12/2017 - 12/10/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROLLING MEADOWS IL)
BOTH
Issued 07/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Bash is the right advisor for you? Invested Better is here to help.
