Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Bedford is a financial advisor with over 20 years of experience in the industry. Brian is currently registered with Wealth Enhancement Advisory Services, LLC and has been with the firm since February 2023. Brian holds Series 6, 7 and 63 licenses and the SIE exam. He is also a registered Investment Advisor representative. Previously, Brian was a registered representative with Raymond James Financial Services, Inc. and LPL Financial LLC. Brian has extensive experience providing financial planning and investment management services to individuals, businesses, and retirement plans. Brian is dedicated to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
A percentage of the total value of assets under management is charged.
Fees received from third party investment advisors
1
2
FL
02/02/2023 - Present
Wealth Enhancement Advisory Services, LLC (NAPLES FL)
NY
07/16/2018 - 02/02/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (Rochester NY)
NY
08/09/2012 - 07/23/2018
LPL FINANCIAL LLC (ROCHESTER NY)
NY
12/12/2000 - 08/20/2012
METLIFE SECURITIES INC. (ROCHESTER NY)
NY
12/12/2000 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ROCHESTER NY)
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/11/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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