Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Wagner is a financial advisor with Truist Advisory Services, Inc. Brian has been in the financial services industry for over 40 years, with experience at a number of firms, including BB&T Securities, LLC, Quick & Reilly, Inc., and Fleet Brokerage Securities, Inc. Brian has a strong background in financial planning, portfolio management, and securities trading. Brian is licensed in 53 states and the District of Columbia. Brian is also a Registered Investment Advisor in Maryland and South Carolina. Brian has a variety of financial planning and investment services available, including financial planning, portfolio management, and securities trading. Brian also offers educational seminars, and publishes periodicals.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
1
2
MD
04/25/2024 - Present
Truist Advisory Services, Inc. (ROCKVILLE MD)
MD
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (ROCKVILLE MD)
NY
02/14/1998 - 06/21/2001
QUICK & REILLY, INC. (NEW YORK NY)
NY
01/25/1983 - 02/14/1998
FLEET BROKERAGE SECURITIES, INC. (NEW YORK NY)
NA
12/30/1980 - 11/22/1982
BRUNS, NORDEMAN, REA & CO.
NA
11/02/1981 - 01/03/1982
BACHE HALSEY STUART SHIELDS INCORPORATED
BOTH
Issued 04/26/2005
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/24/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2005
Series 24 - General Securities Principal Examination
BC
Issued 04/05/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/14/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/03/1984
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian Wagner is the right advisor for you? Invested Better is here to help.
