Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Huber is a financial professional with over 30 years of experience in the financial services industry. Brian is currently registered with Wells Fargo Clearing Services, LLC. Brian is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Series 7, Series 31, Series 63, and Series 65 licenses. Brian has a broad range of experience serving a diverse clientele, including high net worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Brian is committed to providing personalized financial advice and services 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.
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
GA
06/15/2002 - Present
Wells Fargo Clearing Services, LLC (ATLANTA GA)
NC
04/26/1993 - 06/15/2002
WACHOVIA SECURITIES, INC. (CHARLOTTE NC)
GA
03/01/1993 - 05/05/1993
KEOGLER, MORGAN & COMPANY, INC. (ATLANTA GA)
IA
Issued 08/25/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 02/24/1993
Series 7 - General Securities 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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