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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian C. Wheeler is an investment advisor representative with Ameriprise Financial Services, LLC. Brian has been in the financial services industry for over 20 years, starting his career with Edward Jones in 2001. Brian is registered to provide investment advice in 37 states and the District of Columbia. Brian has a wide range of experience providing financial advice to individuals, businesses, and trusts. Brian is also registered to provide investment advice in Texas as a resident advisor representative. Brian holds Series 7, 63, 31, and 65 licenses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
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2
FL
01/25/2010 - Present
Ameriprise Financial Services, LLC (Daytona Beach FL)
FL
11/05/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (DAYTONA BEACH FL)
MO
01/09/2001 - 11/08/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 05/04/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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